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
151
$12.7M 0.11%
+240,529
152
$12.6M 0.11%
+299,695
153
$12.6M 0.11%
+115,042
154
$12.6M 0.11%
+84,464
155
$12.6M 0.11%
+305,458
156
$12.5M 0.11%
+237,378
157
$12.3M 0.11%
+59,150
158
$12.3M 0.1%
+64,933
159
$12.3M 0.1%
+420,555
160
$12.2M 0.1%
+304,925
161
$11.8M 0.1%
+102,556
162
$11.7M 0.1%
+151,201
163
$11.7M 0.1%
+172,606
164
$11.5M 0.1%
+184,770
165
$11.5M 0.1%
+186,943
166
$11.5M 0.1%
+152,523
167
$11.3M 0.1%
+83,037
168
$11.3M 0.1%
+1,740,970
169
$11.2M 0.1%
+161,386
170
$11.2M 0.1%
+100,177
171
$11.1M 0.09%
+158,640
172
$11.1M 0.09%
+57,417
173
$11.1M 0.09%
+88,259
174
$10.9M 0.09%
+191,372
175
$10.8M 0.09%
+404,682
5 6
7
8 9