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

Top Buys

1
+$244M
2
+$94M
3
+$55M
4
EPD icon
Enterprise Products Partners
EPD
+$46.8M
5
MPLX icon
MPLX
MPLX
+$39.8M

Top Sells

1
+$58M
2
+$51.7M
3
+$42.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$39.5M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$37.7M

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
601
– –
-30,733
602
– –
-13,115
603
– –
-25,928
604
– –
-69,299
605
– –
-3,794
606
– –
-149,098
607
– –
-140,313
608
– –
-275,000
609
– –
-19,655
610
– –
-10,465
611
– –
-202,013
612
– –
-2,022,683
613
– –
-33,990
614
– –
-242,456
615
– –
-68,011
616
– –
-14,202
617
– –
-16,054
21 22 23 24
25