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
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