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
101
$31.2M 0.24%
454,130
+213,573
102
$31.1M 0.24%
1,097,187
-29,480
103
$30.3M 0.24%
40,833
+143
104
$29.5M 0.23%
962,179
-28,880
105
$29.2M 0.23%
558,520
-223,536
106
$28.5M 0.22%
1,173,576
+581,931
107
$28.4M 0.22%
138,634
+31,018
108
$27.6M 0.22%
805,769
-146,213
109
$27.4M 0.21%
1,885,920
+22,890
110
$27.1M 0.21%
258,297
-244,173
111
$27M 0.21%
1,551,698
+134,198
112
$26.9M 0.21%
672,564
+16,052
113
$26.1M 0.2%
936,555
+1,435
114
$25.5M 0.2%
1,892,800
+363,653
115
$25.5M 0.2%
261,698
-3,171
116
$25.2M 0.2%
560,824
-5,572
117
$24.8M 0.19%
293,799
+4,004
118
$23.7M 0.19%
574,214
-274,301
119
$23.6M 0.18%
254,271
-4,489
120
$22.9M 0.18%
844,887
-1,132,275
121
$22.5M 0.18%
907,644
+15,276
122
$22M 0.17%
315,186
-1,853
123
$21.9M 0.17%
165,737
+13,199
124
$21.7M 0.17%
77,283
-15,789
125
$21.5M 0.17%
282,488
-5,318
3 4
5
6 7