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
176
$12.1M 0.09%
803,836
+767,578
177
$11.5M 0.09%
76,645
+60
178
$11.4M 0.09%
95,555
+2,557
179
$11.3M 0.09%
173,973
+2,749
180
$11.3M 0.09%
100,242
+3,028
181
$11.3M 0.09%
95,485
-2,338
182
$11.1M 0.09%
262,694
+3,200
183
$10.9M 0.09%
68,074
+347
184
$10.8M 0.08%
429,059
+92,980
185
$10.7M 0.08%
56,596
+951
186
$10.6M 0.08%
256,076
+9,986
187
$10.6M 0.08%
97,683
+1,904
188
$10.5M 0.08%
611,665
+10,420
189
$10.4M 0.08%
328,675
+8,619
190
$10.4M 0.08%
107,533
+3,151
191
$10.4M 0.08%
172,448
-1,528
192
$10.3M 0.08%
310,269
+509
193
$10.3M 0.08%
795,188
-33,370
194
$10.1M 0.08%
723,733
-174,357
195
$10.1M 0.08%
+166,702
196
$9.85M 0.08%
143,466
+708
197
$9.71M 0.08%
743,608
+12,000
198
$9.71M 0.08%
77,074
+1,999
199
$9.64M 0.08%
129,163
+20,537
200
$9.64M 0.08%
202,013
-4,449
6 7
8
9 10