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
126
$22.1M 0.15%
353,347
-1,988
127
$21.6M 0.14%
974,622
+18,528
128
$21.6M 0.14%
220,445
+8,153
129
$21.4M 0.14%
117,793
+1,107
130
$20.7M 0.14%
267,871
+8,267
131
$19.8M 0.13%
858,696
-17,751
132
$19.5M 0.13%
+900,193
133
$19.5M 0.13%
166,168
-3,838
134
$19.3M 0.13%
294,050
+2,443
135
$19.2M 0.13%
261,673
-11,606
136
$19.2M 0.13%
340,107
+6,542
137
$18.5M 0.12%
79,519
-26,123
138
$18.2M 0.12%
502,322
+5,806
139
$17.9M 0.12%
49,947
+1,303
140
$17.4M 0.11%
384,516
-8,756
141
$17.1M 0.11%
240,621
-6,421
142
$16.8M 0.11%
436,316
-23,416
143
$16.7M 0.11%
213,461
+10,734
144
$15.9M 0.11%
215,029
+7,517
145
$15.8M 0.1%
55,742
+1,820
146
$15.8M 0.1%
98,384
-106
147
$15.7M 0.1%
408,242
148
$15.6M 0.1%
706,807
+36,316
149
$15.6M 0.1%
285,596
+5,968
150
$15.4M 0.1%
576,093
-135,243
4 5
6
7 8