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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$92.4M 0.72%
2,349,998
+2,300,146
52
$91.9M 0.72%
1,273,043
+28,104
53
$86.9M 0.68%
2,450,994
+26,772
54
$86M 0.67%
840,007
+6,196
55
$80.8M 0.63%
1,124,917
+23,483
56
$80.6M 0.63%
1,032,660
-78,433
57
$76.1M 0.6%
1,141,602
-11,067
58
$71.3M 0.56%
366,737
+1,600
59
$70.5M 0.55%
1,013,228
-26,800
60
$68.9M 0.54%
1,173,276
+1,047,138
61
$68.7M 0.54%
1,171,538
+18,357
62
$67.5M 0.53%
198,252
+2,210
63
$67.4M 0.53%
862,386
+275,056
64
$66.7M 0.52%
1,101,142
+89,240
65
$65.6M 0.51%
1,088,663
+18,539
66
$62M 0.49%
795,633
+5,151
67
$61.4M 0.48%
419,567
+401,694
68
$61M 0.48%
2,113,789
+330,875
69
$59.3M 0.46%
2,281,740
+73,604
70
$56.8M 0.44%
544,616
+52,831
71
$56.8M 0.44%
750,453
-242,068
72
$56.1M 0.44%
1,680,683
+509,731
73
$56M 0.44%
274,436
+127,312
74
$50.6M 0.4%
1,041,004
-307,866
75
$50.3M 0.39%
3,031,550
-316,973
1 2
3
4 5