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
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$75.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$44.9M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$40.4M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$47.2M
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$43.1M

Sector Composition

1 Energy 26.84%
2 Technology 14.25%
3 Healthcare 11.9%
4 Financials 10.08%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.96M 0.07%
102,170
-1,339
202
$9.95M 0.07%
167,079
+11,707
203
$9.92M 0.07%
+304,966
204
$9.82M 0.07%
261,253
+14,130
205
$9.78M 0.07%
407,700
+250,000
206
$9.76M 0.07%
172,402
+1,678
207
$9.72M 0.07%
103,212
+1,423
208
$9.71M 0.07%
500,000
209
$9.67M 0.07%
128,463
+5,590
210
$9.54M 0.07%
77,870
211
$9.41M 0.07%
252,614
+17,059
212
$9.39M 0.07%
350,000
+71,898
213
$9.07M 0.07%
140,930
+7,709
214
$9.06M 0.07%
313,431
+18,637
215
$8.89M 0.07%
155,502
+23,500
216
$8.85M 0.07%
+250,000
217
$8.83M 0.07%
85,685
+3,956
218
$8.8M 0.07%
298,486
+26,508
219
$8.71M 0.06%
107,520
+5,300
220
$8.64M 0.06%
172,830
+18,915
221
$8.59M 0.06%
771,198
-48,842
222
$8.57M 0.06%
97,151
+4,584
223
$8.54M 0.06%
79,524
+4,365
224
$8.45M 0.06%
131,640
-317,207
225
$8.45M 0.06%
117,930
+45,897
7 8
9
10 11