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
126
$20.9M 0.15%
287,818
+5,466
127
$20.8M 0.15%
429,056
-223,591
128
$20.6M 0.15%
823,885
-338,600
129
$20.4M 0.15%
249,319
-576,291
130
$20.4M 0.15%
885,732
+57,816
131
$20.3M 0.15%
829,384
+15,274
132
$19.7M 0.15%
196,498
+11,250
133
$19.7M 0.15%
533,344
+57,868
134
$19.6M 0.14%
241,082
+14,672
135
$19.4M 0.14%
620,646
+16,469
136
$19.1M 0.14%
225,129
-13,097
137
$18.9M 0.14%
789,000
+39,000
138
$18.5M 0.14%
91,647
-1,101
139
$18.3M 0.14%
195,469
-8,065
140
$18.2M 0.13%
804,450
-441
141
$17.9M 0.13%
357,774
-11,464
142
$17.3M 0.13%
305,861
-14,674
143
$16.7M 0.12%
259,024
+14,182
144
$16.3M 0.12%
69,322
+2,484
145
$16.1M 0.12%
222,679
+11,329
146
$16M 0.12%
122,201
+3,574
147
$15.9M 0.12%
92,420
+10,290
148
$15.8M 0.12%
196,581
+9,189
149
$15.8M 0.12%
160,364
+10,454
150
$15.6M 0.12%
345,411
+332,892
4 5
6
7 8