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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$70.3M 0.6%
+1,092,645
52
$68.9M 0.59%
+892,478
53
$68.8M 0.59%
+1,037,291
54
$68.8M 0.58%
+1,129,128
55
$68.4M 0.58%
+908,109
56
$66.7M 0.57%
+1,550,522
57
$66.3M 0.56%
+1,443,488
58
$65.8M 0.56%
+696,066
59
$65.2M 0.55%
+1,105,519
60
$62.6M 0.53%
+1,435,834
61
$62.3M 0.53%
+1,979,374
62
$62.3M 0.53%
+1,183,578
63
$61.1M 0.52%
+1,266,756
64
$60.9M 0.52%
+760,248
65
$60.6M 0.52%
+1,950,435
66
$59.7M 0.51%
+1,043,149
67
$59.2M 0.5%
+185,966
68
$58.9M 0.5%
+1,663,658
69
$58.4M 0.5%
+1,060,929
70
$58M 0.49%
+374,695
71
$57.9M 0.49%
+1,762,749
72
$57.3M 0.49%
+1,719,906
73
$55.9M 0.48%
+810,386
74
$55.3M 0.47%
+816,555
75
$55.2M 0.47%
+1,748,856
1 2
3
4 5