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
76
$43.9M 0.34%
293,011
-11,319
77
$43.8M 0.34%
1,617,517
-2,048,079
78
$43.1M 0.33%
1,844,520
-80,608
79
$43.1M 0.33%
451,428
-13,045
80
$40.9M 0.32%
895,685
+234,882
81
$40.2M 0.31%
849,485
+204,069
82
$40.2M 0.31%
641,627
+5,789
83
$39.6M 0.31%
980,497
+574,156
84
$38.4M 0.3%
2,126,790
+575,092
85
$37.3M 0.29%
452,721
+19,412
86
$37M 0.29%
351,107
+556
87
$36.9M 0.29%
3,056,347
+24,797
88
$36.8M 0.28%
1,403,634
89
$35.5M 0.27%
338,389
-206,227
90
$35.2M 0.27%
810,711
+418,525
91
$35M 0.27%
1,563,657
-550,132
92
$34.4M 0.27%
3,570,400
+1,350,400
93
$33.2M 0.26%
715,601
-13,031
94
$33.2M 0.26%
290,687
-27,557
95
$33.1M 0.26%
130,021
+52,738
96
$32.8M 0.25%
159,814
-114,622
97
$30.4M 0.23%
966,785
-125,415
98
$30M 0.23%
2,017,893
+125,093
99
$29.6M 0.23%
2,539,277
+615,594
100
$29.5M 0.23%
37,074
-3,759
2 3
4
5 6