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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.56M 0.07%
+299,528
202
$8.43M 0.07%
+369,916
203
$8.41M 0.07%
+294,447
204
$8.21M 0.07%
+218,395
205
$8.19M 0.07%
+238,902
206
$8.14M 0.07%
+100,167
207
$7.97M 0.07%
+551,430
208
$7.96M 0.07%
+70,011
209
$7.96M 0.07%
+81,879
210
$7.87M 0.07%
+62,639
211
$7.85M 0.07%
+115,572
212
$7.79M 0.07%
+161,153
213
$7.74M 0.07%
+214,527
214
$7.73M 0.07%
+109,880
215
$7.7M 0.07%
+237,175
216
$7.7M 0.07%
+41,723
217
$7.64M 0.07%
+53,530
218
$7.64M 0.06%
+68,101
219
$7.54M 0.06%
+279,015
220
$7.49M 0.06%
+84,208
221
$7.42M 0.06%
+135,213
222
$7.41M 0.06%
+76,351
223
$7.32M 0.06%
+171,113
224
$7.31M 0.06%
+105,195
225
$7.23M 0.06%
+93,077
7 8
9
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