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
176
$13.3M 0.09%
164,814
+17,762
177
$13.2M 0.09%
177,101
+3,687
178
$13.2M 0.09%
127,657
+2,810
179
$13.1M 0.09%
1,481,531
180
$13.1M 0.09%
121,366
-3,634
181
$13M 0.09%
96,066
+472
182
$12.7M 0.08%
107,989
+1,274
183
$12.7M 0.08%
756,600
+11,992
184
$12.5M 0.08%
117,356
+4,010
185
$12.4M 0.08%
279,645
+3,544
186
$12.3M 0.08%
178,088
+3,227
187
$12.3M 0.08%
203,817
+3,940
188
$12.1M 0.08%
140,433
+2,057
189
$12.1M 0.08%
60,602
+1,708
190
$12.1M 0.08%
157,496
-157,450
191
$12.1M 0.08%
276,864
+5,615
192
$12M 0.08%
74,499
-125
193
$11.8M 0.08%
97,150
-3,362
194
$11.8M 0.08%
491,262
-1,830,286
195
$11.6M 0.08%
171,027
-14,798
196
$11.6M 0.08%
377,206
+12,784
197
$11.6M 0.08%
98,545
-8,471
198
$11.5M 0.08%
219,752
-56,482
199
$11.4M 0.08%
197,668
+33,300
200
$10.9M 0.07%
53,564
+1,003
6 7
8
9 10