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
126
$21.1M 0.17%
1,035,054
-29,328
127
$21M 0.16%
159,312
-4,403
128
$20.7M 0.16%
349,788
+4,087
129
$20.6M 0.16%
198,646
+3,211
130
$20.3M 0.16%
552,844
+266,860
131
$19.8M 0.16%
232,537
+1,164
132
$19.7M 0.15%
188,088
+4,648
133
$19.6M 0.15%
314,274
-37,542
134
$19.6M 0.15%
568,478
+5,523
135
$19.5M 0.15%
252,651
+3,164
136
$19.4M 0.15%
919,330
+374,874
137
$19.4M 0.15%
173,091
+21,424
138
$19.2M 0.15%
823,930
-2,382
139
$18.7M 0.15%
940,550
-46,300
140
$18.6M 0.15%
392,186
-99,873
141
$18.5M 0.14%
226,988
-2,375
142
$18.5M 0.14%
182,527
+52,554
143
$18M 0.14%
94,899
+948
144
$17.2M 0.13%
203,630
+2,758
145
$16.9M 0.13%
+2,220,000
146
$16.8M 0.13%
353,327
+4,830
147
$16.5M 0.13%
321,085
-150
148
$16.4M 0.13%
228,752
+1,888
149
$16.4M 0.13%
54,204
-847
150
$16.3M 0.13%
+406,341
4 5
6
7 8