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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$113M
3
+$97.8M
4
KMI icon
Kinder Morgan
KMI
+$95.3M
5
MPLX icon
MPLX
MPLX
+$86.8M

Top Sells

1
+$147M
2
+$108M
3
+$50.2M
4
TRGP icon
Targa Resources
TRGP
+$50.2M
5
BPL
Buckeye Partners, L.P.
BPL
+$49.1M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$235K ﹤0.01%
13,701
-175
577
$230K ﹤0.01%
12,000
578
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10,700
579
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580
$209K ﹤0.01%
11,000
-3,800
581
$205K ﹤0.01%
10,832
582
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+29,297
583
$200K ﹤0.01%
14,202
-9,230
584
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+13,000
585
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-13,923
586
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587
– –
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588
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590
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-37,000
592
– –
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593
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594
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– –
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– –
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– –
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599
– –
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– –
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