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
151
$14.5M 0.11%
489,905
-51,508
152
$14.4M 0.11%
144,219
+48,664
153
$14.3M 0.11%
125,532
+1,295
154
$14.3M 0.11%
127,355
+7,621
155
$14M 0.11%
767,385
+226,395
156
$13.9M 0.11%
111,501
+1,367
157
$13.9M 0.11%
510,542
-789,243
158
$13.2M 0.1%
264,117
-8,960
159
$13.2M 0.1%
1,108,836
+305,000
160
$13.1M 0.1%
168,483
+2,075
161
$12.6M 0.1%
99,928
+24,614
162
$12.6M 0.1%
273,366
+8,318
163
$12.4M 0.1%
346,640
-206,204
164
$12.4M 0.1%
268,222
+5,528
165
$12.2M 0.09%
121,617
+1,705
166
$12M 0.09%
95,768
+283
167
$12M 0.09%
127,307
+2,750
168
$11.5M 0.09%
467,694
+38,635
169
$11.5M 0.09%
178,132
+4,159
170
$11.5M 0.09%
+154,900
171
$11.4M 0.09%
774,880
-25,120
172
$11.4M 0.09%
110,921
+3,388
173
$11.3M 0.09%
76,482
-163
174
$11.3M 0.09%
103,256
-69,835
175
$11.2M 0.09%
80,736
+3,662
5 6
7
8 9