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
51
$92.5M 0.68%
965,503
+331,578
52
$92M 0.68%
1,906,090
+836,227
53
$90.8M 0.67%
1,398,518
+412,362
54
$90.4M 0.67%
1,091,953
+25,061
55
$89M 0.66%
5,781,149
+103,051
56
$87.3M 0.64%
1,694,331
+137,258
57
$81M 0.6%
1,073,922
+17,017
58
$79.9M 0.59%
1,126,399
+7,503
59
$79.1M 0.58%
1,140,170
+6,408
60
$76.2M 0.56%
710,165
-5,143
61
$76.1M 0.56%
725,857
+9,652
62
$75.9M 0.56%
+1,709,162
63
$75.9M 0.56%
973,005
+13,569
64
$74.7M 0.55%
3,088,625
+263,515
65
$72.4M 0.53%
851,684
+6,332
66
$70.2M 0.52%
358,795
+2,340
67
$69.6M 0.51%
2,703,021
+1,359,408
68
$69.5M 0.51%
190,103
+1,363
69
$67.9M 0.5%
2,746,492
+572,681
70
$65.9M 0.49%
968,389
+17,047
71
$62.3M 0.46%
2,144,421
-56,779
72
$60.3M 0.45%
556,943
+8,232
73
$60.2M 0.44%
796,854
+366,828
74
$54.1M 0.4%
1,063,846
+11,982
75
$52.2M 0.39%
739,067
+635,777
1 2
3
4 5