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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

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
in Stake 		Capital Flow
51
$88.5M 0.68%
696,994
+26,648
52
$87M 0.67%
1,972,244
+621,262
53
$86M 0.66%
1,017,146
-15,514
54
$81.9M 0.63%
1,159,940
+18,338
55
$79.2M 0.61%
1,897,959
+70,956
56
$79M 0.61%
1,696,471
+655,467
57
$79M 0.61%
380,363
+13,626
58
$78.3M 0.61%
445,984
+21,419
59
$77.4M 0.6%
3,690,469
-1,412,501
60
$74.7M 0.58%
527,416
+204,117
61
$73.4M 0.57%
922,599
+60,213
62
$73M 0.56%
1,196,811
+25,273
63
$72.5M 0.56%
1,572,992
-873,720
64
$72.4M 0.56%
1,143,883
+42,741
65
$70.7M 0.55%
846,338
+50,705
66
$70.7M 0.55%
1,129,950
+41,287
67
$70.5M 0.54%
2,382,948
+101,208
68
$69.9M 0.54%
205,335
+7,083
69
$67.2M 0.52%
9,422,939
-3,089,107
70
$64.1M 0.5%
770,130
+19,677
71
$62.1M 0.48%
452,548
+32,981
72
$57.3M 0.44%
1,802,777
+518,780
73
$51M 0.39%
3,462,220
-127,206
74
$45.9M 0.35%
897,342
+169,522
75
$44.2M 0.34%
609,335
+40,676
1 2
3
4 5