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
151
$15.3M 0.11%
133,982
-2,127
152
$15.3M 0.11%
73,717
-46,406
153
$15.1M 0.11%
142,753
+7,985
154
$15M 0.11%
351,573
-156,765
155
$15M 0.11%
232,322
+418
156
$14.8M 0.11%
367,965
-159,940
157
$14.6M 0.11%
312,840
+4,060
158
$14.6M 0.11%
96,119
-1,743
159
$14.3M 0.11%
873,907
-515,188
160
$14.3M 0.11%
112,626
+86
161
$14.3M 0.11%
121,634
+4,866
162
$14.3M 0.11%
270,818
+10,928
163
$13.9M 0.1%
800,000
+257,395
164
$13.9M 0.1%
124,295
+3,524
165
$13.8M 0.1%
263,106
+13,017
166
$13.5M 0.1%
114,940
+6,527
167
$13.4M 0.1%
183,248
+151,640
168
$12.7M 0.09%
71,568
+3,976
169
$12.7M 0.09%
60,649
-2,837
170
$12.6M 0.09%
54,273
+3,713
171
$12.5M 0.09%
332,535
+18,550
172
$12.5M 0.09%
106,119
+5,342
173
$12.2M 0.09%
199,073
+14,002
174
$12.2M 0.09%
494,360
+14,879
175
$11.8M 0.09%
296,568
+86,357
5 6
7
8 9