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
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$75.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$44.9M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$40.4M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$47.2M
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$43.1M

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
601
$235K ﹤0.01%
20,000
-11,605
602
$229K ﹤0.01%
+15,224
603
$227K ﹤0.01%
+10,350
604
$225K ﹤0.01%
+10,832
605
$218K ﹤0.01%
+10,700
606
$213K ﹤0.01%
+11,379
607
$211K ﹤0.01%
17,600
+1,600
608
$209K ﹤0.01%
11,000
-17,450
609
$202K ﹤0.01%
6,451
-113
610
$201K ﹤0.01%
+10,310
611
$201K ﹤0.01%
14,350
612
– –
-29,387
613
– –
-232,950
614
– –
-200,000
615
– –
-15,000
616
– –
-11,178
617
– –
-16,560
618
– –
-20,515
619
– –
-3,500
620
– –
-12,550
621
– –
-149,606
622
– –
-13,362
623
– –
-45,444
624
– –
-10,212
625
– –
-2,105
23 24
25
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