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
76
$61.9M 0.41%
3,564,473
+25,773
77
$59.9M 0.4%
1,894,882
+118,277
78
$52.4M 0.35%
234,360
+67,418
79
$52.1M 0.34%
1,403,634
80
$52.1M 0.34%
1,446,729
-66,480
81
$51.2M 0.34%
364,544
-34,851
82
$50.5M 0.33%
1,410,934
-34,537
83
$49.6M 0.33%
421,370
-7,509
84
$48.1M 0.32%
386,621
+42,690
85
$46.7M 0.31%
1,345,178
+771,348
86
$44.7M 0.3%
1,537,903
-28,864
87
$44.7M 0.3%
650,148
+316,376
88
$44.3M 0.29%
991,460
+255,868
89
$44.2M 0.29%
1,306,088
-7,636
90
$42.5M 0.28%
1,729,900
+24,286
91
$40.2M 0.27%
274,798
-7,709
92
$39.6M 0.26%
674,349
-81,185
93
$39.6M 0.26%
919,996
+5,780
94
$38.4M 0.25%
1,159,945
+259,775
95
$37M 0.24%
3,570,400
96
$36.7M 0.24%
654,800
+5,099
97
$36.7M 0.24%
773,061
-15,183
98
$36.5M 0.24%
1,429,501
-1,027
99
$36.5M 0.24%
1,181,539
+212,771
100
$36.3M 0.24%
432,148
-218
2 3
4
5 6