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
101
$29.3M 0.23%
981,751
+136,864
102
$28.4M 0.22%
539,464
-19,056
103
$27.6M 0.21%
431,978
-22,152
104
$27.3M 0.21%
971,243
+9,064
105
$26.1M 0.2%
904,695
-31,860
106
$25.6M 0.2%
628,368
-44,196
107
$24.9M 0.19%
243,434
-10,837
108
$24.7M 0.19%
248,894
-9,403
109
$24.3M 0.19%
257,582
-4,116
110
$23.4M 0.18%
164,971
-766
111
$23.4M 0.18%
408,825
-764,451
112
$23.2M 0.18%
554,650
-6,174
113
$23M 0.18%
992,884
-366,501
114
$21.9M 0.17%
296,902
-18,284
115
$21.9M 0.17%
989,953
-663,272
116
$21.8M 0.17%
105,542
-33,092
117
$21.8M 0.17%
150,269
-9,043
118
$21.7M 0.17%
948,579
-86,475
119
$21.4M 0.17%
1,031,361
+112,031
120
$21.2M 0.16%
257,073
+4,422
121
$21.2M 0.16%
279,803
-2,685
122
$21.1M 0.16%
250,039
+17,502
123
$21M 0.16%
+534,955
124
$20.7M 0.16%
288,060
-5,739
125
$20.7M 0.16%
114,779
+20,123
3 4
5
6 7