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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$101M 0.67%
971,501
+11,399
52
$99.7M 0.66%
943,809
+233,880
53
$98M 0.65%
1,649,649
+5,348
54
$94.7M 0.63%
2,269,421
+862,974
55
$93.1M 0.62%
1,231,039
+18,453
56
$92.7M 0.61%
1,251,426
+13,366
57
$91.9M 0.61%
1,053,072
-353,158
58
$88.9M 0.59%
2,856,087
+286,446
59
$87.2M 0.58%
778,610
-10,074
60
$86.6M 0.57%
1,777,646
+200,378
61
$85.9M 0.57%
470,998
+5,893
62
$85.8M 0.57%
965,975
-1,109
63
$80.9M 0.53%
1,442,182
+281,821
64
$79.4M 0.53%
562,813
+14,405
65
$77.9M 0.51%
1,532,830
+173,846
66
$76.3M 0.5%
2,556,288
+19,352
67
$74M 0.49%
705,030
+18,575
68
$71.4M 0.47%
402,126
+3,318
69
$70.9M 0.47%
784,970
-16,725
70
$70.2M 0.46%
1,868,762
-705,676
71
$68.8M 0.45%
808,456
+6,509
72
$66.9M 0.44%
661,557
+10,618
73
$66M 0.44%
293,202
+160,736
74
$63.8M 0.42%
1,269,257
+8,364
75
$63.7M 0.42%
477,322
+2,226
1 2
3
4 5