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
76
$55.2M 0.47%
+921,860
77
$53M 0.45%
+1,109,252
78
$51.9M 0.44%
+665,332
79
$51.2M 0.44%
+928,763
80
$50.1M 0.43%
+925,552
81
$48.7M 0.41%
+1,041,765
82
$48.7M 0.41%
+408,099
83
$47.8M 0.41%
+852,742
84
$47.2M 0.4%
+617,253
85
$47.2M 0.4%
+358,154
86
$47.1M 0.4%
+1,538,134
87
$45.6M 0.39%
+1,971,793
88
$44.5M 0.38%
+905,249
89
$43.3M 0.37%
+605,492
90
$43M 0.37%
+913,115
91
$42.4M 0.36%
+977,700
92
$41.8M 0.36%
+956,570
93
$41.6M 0.35%
+330,374
94
$41M 0.35%
+419,949
95
$40.8M 0.35%
+220,288
96
$40.6M 0.34%
+689,628
97
$40.4M 0.34%
+504,636
98
$39.8M 0.34%
+380,796
99
$36.9M 0.31%
+963,225
100
$36M 0.31%
+731,507
2 3
4
5 6