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
151
$16.3M 0.13%
206,692
+2,874
152
$15.6M 0.12%
136,392
+8,424
153
$15.6M 0.12%
96,368
-1,711
154
$15.2M 0.12%
283,305
+4,218
155
$15.1M 0.12%
709,163
-90,515
156
$15.1M 0.12%
899,979
-2,971,262
157
$14.9M 0.12%
242,456
-333,039
158
$14.9M 0.12%
124,237
+802
159
$14.7M 0.11%
217,110
+66,314
160
$14.6M 0.11%
273,077
+3,803
161
$14.6M 0.11%
305,719
+10,392
162
$14.3M 0.11%
212,536
+4,256
163
$14.1M 0.11%
541,413
-10,265
164
$13.9M 0.11%
94,656
+1,574
165
$13.8M 0.11%
68,225
-5,101
166
$13.3M 0.1%
124,557
+1,764
167
$13.2M 0.1%
73,911
+1,098
168
$13.2M 0.1%
110,134
+324
169
$13.1M 0.1%
119,734
+3,367
170
$12.9M 0.1%
800,000
-400,000
171
$12.8M 0.1%
265,048
-497
172
$12.8M 0.1%
166,408
+344
173
$12.6M 0.1%
119,912
+2,511
174
$12.5M 0.1%
1,657,020
+903,070
175
$12.4M 0.1%
156,668
+1,393
5 6
7
8 9