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
176
$11.8M 0.09%
198,608
+10,106
177
$11.7M 0.09%
152,683
-1,789
178
$11.6M 0.09%
198,278
+12,716
179
$11.4M 0.08%
91,426
-25,316
180
$11.3M 0.08%
81,784
+183
181
$11.3M 0.08%
259,357
-23,795
182
$11M 0.08%
146,388
+5,409
183
$11M 0.08%
157,108
+8,690
184
$10.9M 0.08%
266,565
-308
185
$10.9M 0.08%
308,581
+17,391
186
$10.9M 0.08%
644,750
+51,850
187
$10.9M 0.08%
106,473
+2,430
188
$10.7M 0.08%
198,334
-21,812
189
$10.7M 0.08%
249,762
+13,680
190
$10.6M 0.08%
167,941
+9,153
191
$10.5M 0.08%
74,733
-1,259
192
$10.4M 0.08%
709,300
-145,884
193
$10.4M 0.08%
126,814
-19,978
194
$10.4M 0.08%
73,885
+4,442
195
$10.4M 0.08%
63,381
+4,871
196
$10.3M 0.08%
92,111
-4,326
197
$10.2M 0.08%
306,329
+14,052
198
$10.1M 0.07%
54,322
+2,472
199
$10M 0.07%
590,065
+38,515
200
$9.98M 0.07%
232,604
+12,764
6 7
8
9 10