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
151
$15.2M 0.1%
299,566
+6,070
152
$15.1M 0.1%
136,520
+577
153
$15M 0.1%
269,626
-3,022
154
$15M 0.1%
136,803
+5,044
155
$14.9M 0.1%
1,861,623
+58,739
156
$14.9M 0.1%
801,390
+7,965
157
$14.8M 0.1%
730,885
-73,085
158
$14.8M 0.1%
459,428
+5,334
159
$14.7M 0.1%
328,511
+6,382
160
$14.7M 0.1%
345,800
+3,442
161
$14.6M 0.1%
79,768
+981
162
$14.6M 0.1%
230,144
+396
163
$14.4M 0.1%
198,870
-242
164
$14.2M 0.09%
432,987
+12,729
165
$14M 0.09%
218,344
+4,508
166
$14M 0.09%
165,006
+575
167
$14M 0.09%
261,443
-195,142
168
$13.9M 0.09%
926,800
+134,745
169
$13.8M 0.09%
1,365,435
-57,865
170
$13.7M 0.09%
162,549
-565
171
$13.6M 0.09%
335,475
-570
172
$13.5M 0.09%
90,641
+556
173
$13.5M 0.09%
162,901
-1,736
174
$13.4M 0.09%
188,850
+3,417
175
$13.3M 0.09%
733,045
+77,303
5 6
7
8 9