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
76
$49.4M 0.39%
304,330
+1,713
77
$47.3M 0.37%
1,350,982
-106,102
78
$47.2M 0.37%
1,925,128
-111,709
79
$47.2M 0.37%
1,283,997
+545,961
80
$46.6M 0.36%
3,589,426
+87,510
81
$45.9M 0.36%
323,299
+10,131
82
$41.8M 0.33%
464,473
+48,906
83
$40.3M 0.32%
568,659
+957
84
$40M 0.31%
1,923,683
+1,851,737
85
$38.2M 0.3%
635,838
+7,154
86
$37.7M 0.3%
1,653,225
-598,290
87
$36.4M 0.28%
727,820
-209,576
88
$36.1M 0.28%
318,244
+21,475
89
$35.8M 0.28%
1,403,634
90
$35.6M 0.28%
+1,311,542
91
$34.5M 0.27%
1,397,475
+371,798
92
$34.4M 0.27%
433,309
-1,128
93
$34.2M 0.27%
1,359,385
+650,964
94
$33.7M 0.26%
350,551
+9,257
95
$33.4M 0.26%
2,022,683
+1,531,930
96
$33.3M 0.26%
645,416
-61,338
97
$33.3M 0.26%
660,803
-96,172
98
$32.9M 0.26%
1,092,200
+70,583
99
$32.1M 0.25%
1,299,785
+39,243
100
$31.3M 0.24%
728,632
-48,880
2 3
4
5 6