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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$212K ﹤0.01%
+10,982
577
$210K ﹤0.01%
20,312
-23,194
578
$208K ﹤0.01%
+40,500
579
– –
-13,598
580
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-17,985
581
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-29,297
582
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-32,243
583
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-11,004
584
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-54,866
585
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-51,404
586
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-16,031
587
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-30,733
588
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-13,115
589
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-149,098
590
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-140,313
591
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-275,000
592
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-19,655
593
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-11,706
594
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-23,320
595
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-12,081
596
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597
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-202,013
598
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-2,022,683
599
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-33,990
600
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-242,456
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