CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$244M
2
+$94M
3
+$55M
4
EPD icon
Enterprise Products Partners
EPD
+$46.8M
5
MPLX icon
MPLX
MPLX
+$39.8M

Top Sells

1
+$58M
2
+$51.7M
3
+$42.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$39.5M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$37.7M

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
176
$11.2M 0.09%
621,735
+10,070
177
$11.1M 0.09%
99,962
-280
178
$11.1M 0.09%
104,901
+28,843
179
$11M 0.09%
355,352
+305,991
180
$11M 0.09%
128,827
-336
181
$11M 0.08%
57,360
+764
182
$10.9M 0.08%
753,212
+9,604
183
$10.8M 0.08%
97,869
+186
184
$10.8M 0.08%
172,875
+9,207
185
$10.7M 0.08%
130,297
+161
186
$10.7M 0.08%
791,466
-108,513
187
$10.7M 0.08%
322,168
+168,844
188
$10.6M 0.08%
336,388
+7,713
189
$10.5M 0.08%
169,428
+45,980
190
$10.5M 0.08%
285,931
-811,256
191
$10.5M 0.08%
315,282
+5,013
192
$10.4M 0.08%
146,729
+3,263
193
$10.1M 0.08%
134,351
+45,530
194
$9.86M 0.08%
273,879
+5,606
195
$9.79M 0.08%
149,966
+3,003
196
$9.77M 0.08%
719,760
-3,973
197
$9.76M 0.08%
163,519
-8,929
198
$9.74M 0.08%
1,000,000
-49,310
199
$9.73M 0.08%
334,925
+13,764
200
$9.71M 0.08%
324,497
+8,779
6 7
8
9 10