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
126
$20.6M 0.16%
178,883
-9,205
127
$20.6M 0.16%
360,719
+10,931
128
$20.6M 0.16%
925,194
+17,550
129
$20.5M 0.16%
223,550
+41,023
130
$20.1M 0.16%
230,138
+3,150
131
$19.9M 0.15%
826,594
+2,664
132
$19.3M 0.15%
359,002
+5,675
133
$18.9M 0.15%
493,246
-80,968
134
$18.6M 0.14%
302,867
-11,407
135
$17.7M 0.14%
96,630
+1,731
136
$17.3M 0.13%
222,201
+5,091
137
$17.2M 0.13%
199,082
+436
138
$17.1M 0.13%
529,070
-39,408
139
$17.1M 0.13%
571,777
-825,698
140
$16.8M 0.13%
861,250
-79,300
141
$16.7M 0.13%
205,989
+2,359
142
$16.7M 0.13%
287,719
+4,414
143
$16.5M 0.13%
49,955
-4,249
144
$16.1M 0.12%
296,692
-9,027
145
$15.7M 0.12%
210,027
+3,335
146
$15.4M 0.12%
138,461
+2,069
147
$15.4M 0.12%
326,715
+5,630
148
$15.4M 0.12%
215,799
+3,263
149
$15.2M 0.12%
96,210
-158
150
$14.7M 0.11%
227,757
-995
4 5
6
7 8