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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
$12.7B
AUM Growth
+$391M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$55.3M
3
+$53.5M
4
ETP
Energy Transfer Partners L.p.
ETP
+$51.9M
5
VZ icon
Verizon
VZ
+$44.2M

Top Sells

1
+$56.6M
2
+$52M
3
+$51M
4
DIS icon
Walt Disney
DIS
+$29.9M
5
SEMG
SEMGROUP CORPORATION
SEMG
+$25.4M

Sector Composition

1 Energy 30.22%
2 Technology 14.5%
3 Healthcare 10.25%
4 Financials 9.18%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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-30,060
627
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-3,943
628
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-84,094
629
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-10,091
630
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631
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-919
632
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-12,145
633
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-10,863
634
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-5,019
635
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-36,205
636
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-161,788
637
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-19,419
638
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-19,800
639
– –
-9,778
640
– –
-14,487
641
– –
-13,854
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