CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

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
$225K ﹤0.01%
10,700
579
$223K ﹤0.01%
47,814
580
$209K ﹤0.01%
11,000
-3,800
581
$205K ﹤0.01%
10,832
582
$203K ﹤0.01%
+29,297
583
$200K ﹤0.01%
+13,000
584
$200K ﹤0.01%
14,202
-9,230
585
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586
– –
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587
– –
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588
– –
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589
– –
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590
– –
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591
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-11,605
592
– –
-17,250
593
– –
-207,985
594
– –
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595
– –
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596
– –
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597
– –
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598
– –
-26,090
599
– –
-145,280
600
– –
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