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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20.1M 0.17%
+601,714
127
$20.1M 0.17%
+1,039,255
128
$19.7M 0.17%
+316,687
129
$18.8M 0.16%
+318,109
130
$18.7M 0.16%
+316,091
131
$18.2M 0.16%
+103,781
132
$17.7M 0.15%
+142,425
133
$17.3M 0.15%
+667,768
134
$17M 0.14%
+212,806
135
$16.6M 0.14%
+64,920
136
$16.2M 0.14%
+420,440
137
$15.9M 0.14%
+321,145
138
$15.8M 0.13%
+516,600
139
$15.6M 0.13%
+3,034,504
140
$15.5M 0.13%
+143,042
141
$15.4M 0.13%
+299,020
142
$15.3M 0.13%
+700,000
143
$14.9M 0.13%
+400,934
144
$14.5M 0.12%
+160,811
145
$14.2M 0.12%
+92,448
146
$14M 0.12%
+123,416
147
$13.9M 0.12%
+204,736
148
$13.7M 0.12%
+214,785
149
$13.5M 0.11%
+113,733
150
$13.1M 0.11%
+359,908
4 5
6
7 8