CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$101M
3
+$79M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$45.7M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$42.9M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.1M
4
CHKP icon
Check Point Software Technologies
CHKP
+$46.6M
5
ETP
Energy Transfer Partners L.p.
ETP
+$44.1M

Sector Composition

1 Energy 26.84%
2 Technology 14.25%
3 Healthcare 11.9%
4 Financials 10.08%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$359K ﹤0.01%
17,661
-3,310
577
$359K ﹤0.01%
11,575
578
$352K ﹤0.01%
79,370
579
$346K ﹤0.01%
7,105
-1,610
580
$344K ﹤0.01%
21,065
581
$338K ﹤0.01%
14,800
-155
582
$321K ﹤0.01%
10,020
-76
583
$321K ﹤0.01%
15,000
584
$294K ﹤0.01%
29,300
585
$294K ﹤0.01%
+10,000
586
$290K ﹤0.01%
+16,963
587
$287K ﹤0.01%
11,080
588
$287K ﹤0.01%
17,960
589
$285K ﹤0.01%
7,870
+775
590
$282K ﹤0.01%
+10,169
591
$274K ﹤0.01%
17,655
592
$268K ﹤0.01%
+18,770
593
$267K ﹤0.01%
1,538
-279
594
$255K ﹤0.01%
15,160
595
$249K ﹤0.01%
+12,000
596
$249K ﹤0.01%
13,876
597
$243K ﹤0.01%
19,199
+199
598
$241K ﹤0.01%
13,970
+1,660
599
$241K ﹤0.01%
4,897
+1,227
600
$238K ﹤0.01%
11,416
-229
22 23
24
25 26