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
76
$50.6M 0.37%
729,528
-4,206
77
$50.1M 0.37%
641,460
+482,435
78
$50.1M 0.37%
1,110,263
+52,972
79
$49.4M 0.36%
1,050,772
-251,626
80
$49.2M 0.36%
973,166
-266,573
81
$48.1M 0.36%
731,049
+40,741
82
$47.8M 0.35%
1,883,300
-594,090
83
$47.5M 0.35%
296,847
-1,344
84
$47.4M 0.35%
898,144
-92,624
85
$47.4M 0.35%
1,145,719
+977,157
86
$46.4M 0.34%
2,879,304
+400,733
87
$46.3M 0.34%
970,689
+21,820
88
$46.3M 0.34%
1,772,134
+336,694
89
$44.2M 0.33%
420,761
+33,997
90
$41.3M 0.31%
1,543,634
-179,875
91
$38.9M 0.29%
623,409
+12,844
92
$38.2M 0.28%
466,314
-24,983
93
$35.3M 0.26%
854,862
+800,156
94
$35.2M 0.26%
303,627
+4,525
95
$35.2M 0.26%
901,617
+595,428
96
$33.4M 0.25%
1,010,635
+1,724
97
$32.1M 0.24%
331,400
+9,034
98
$31.9M 0.24%
787,822
-20,959
99
$30.9M 0.23%
700,395
+39,666
100
$30.6M 0.23%
1,117,932
-68,217
2 3
4
5 6