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
101
$30.4M 0.22%
+1,096,242
102
$30.3M 0.22%
700,888
-15,520
103
$30.2M 0.22%
2,138,450
+59,700
104
$29.4M 0.22%
686,361
-119,721
105
$28.6M 0.21%
939,865
-63,905
106
$28.2M 0.21%
583,511
+422,012
107
$27.5M 0.2%
179,386
-683
108
$27.3M 0.2%
40,029
+2,034
109
$27.3M 0.2%
132,194
-1,241
110
$27.2M 0.2%
326,485
-61,088
111
$27.1M 0.2%
349,235
+127,167
112
$26.8M 0.2%
578,040
+35,287
113
$26.5M 0.2%
374,355
+349,436
114
$26.1M 0.19%
1,663,411
-67,063
115
$24.7M 0.18%
254,649
-11,046
116
$24.7M 0.18%
950,012
+334,588
117
$24.7M 0.18%
1,080,394
+980,293
118
$23M 0.17%
1,807,490
+94,770
119
$22.9M 0.17%
264,627
-19,381
120
$22.5M 0.17%
383,760
-4,583
121
$22.3M 0.17%
300,286
-3,276
122
$21.6M 0.16%
529,514
+492,768
123
$21.5M 0.16%
189,455
+9,512
124
$21.5M 0.16%
148,951
+2,002
125
$21.3M 0.16%
936,322
+29,887
3 4
5
6 7