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
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$67.8M
3
+$45.1M
4
ET icon
Energy Transfer Partners
ET
+$35.6M
5
TRGP icon
Targa Resources
TRGP
+$35.1M

Top Sells

1
+$44.8M
2
+$38.2M
3
+$30.6M
4
BA icon
Boeing
BA
+$29.2M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13.6M 0.09%
1,431,045
-50,486
177
$13.6M 0.09%
121,287
-79
178
$13.6M 0.09%
158,027
-6,979
179
$13.5M 0.09%
180,846
-8,004
180
$13.2M 0.08%
265,067
-14,578
181
$13.2M 0.08%
310,475
-25,000
182
$13.2M 0.08%
57,324
-3,278
183
$12.9M 0.08%
72,134
-2,365
184
$12.9M 0.08%
724,120
-32,480
185
$12.8M 0.08%
273,835
-11,761
186
$12.6M 0.08%
54,545
-24,974
187
$12.6M 0.08%
169,347
-8,741
188
$12.5M 0.08%
200,626
+2,958
189
$12.4M 0.08%
95,508
-1,642
190
$12.3M 0.08%
102,319
+20,097
191
$12.2M 0.08%
135,875
-4,558
192
$12.2M 0.08%
310,542
-97,700
193
$12.2M 0.08%
97,143
-1,402
194
$11.9M 0.08%
167,096
-3,931
195
$11.7M 0.07%
1,281,250
-580,373
196
$11.7M 0.07%
77,122
+19,296
197
$11.6M 0.07%
81,473
+7,123
198
$11.6M 0.07%
143,790
-3,875
199
$11.4M 0.07%
52,768
+18,455
200
$11.3M 0.07%
1,400,212
+31,912
6 7
8
9 10