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
101
$36.2M 0.24%
315,574
-16,259
102
$35.9M 0.24%
721,877
+11,925
103
$35.9M 0.24%
311,654
+5,430
104
$35.7M 0.24%
1,594,727
+13,787
105
$35.4M 0.23%
1,659,626
+27,618
106
$31.8M 0.21%
84,211
-22,150
107
$30.9M 0.2%
39,074
+1,070
108
$30.6M 0.2%
264,664
+34,187
109
$30.4M 0.2%
1,050,821
-100,439
110
$30.3M 0.2%
+168,407
111
$29.4M 0.19%
707,938
-7,973
112
$28.1M 0.19%
913,468
-34,954
113
$27.8M 0.18%
170,500
-3,948
114
$26.4M 0.17%
256,081
-264
115
$26.4M 0.17%
215,537
-6,057
116
$25.9M 0.17%
584,413
-232,714
117
$25.2M 0.17%
1,200,000
+900,000
118
$25M 0.17%
778,178
+19,048
119
$24.7M 0.16%
236,818
+529
120
$24.6M 0.16%
702,508
+495,994
121
$24.5M 0.16%
1,587,170
-23,136
122
$24.4M 0.16%
290,992
-5,754
123
$23.8M 0.16%
149,737
-660
124
$22.8M 0.15%
389,523
-26,955
125
$22.6M 0.15%
379,689
+12,188
3 4
5
6 7