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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.63M 0.08%
991,044
+209,994
202
$9.53M 0.07%
163,668
-1,239
203
$9.48M 0.07%
146,963
+1,837
204
$9.45M 0.07%
130,136
+3,777
205
$9.43M 0.07%
186,052
+1,767
206
$9.4M 0.07%
76,680
-1,490
207
$9.28M 0.07%
100,267
+676
208
$9.14M 0.07%
540,990
+18,030
209
$9.08M 0.07%
75,314
+582
210
$9.03M 0.07%
268,273
+1,088
211
$9.02M 0.07%
68,011
-5,277
212
$8.9M 0.07%
202,746
+1,195
213
$8.84M 0.07%
395,900
214
$8.81M 0.07%
253,774
-4,883
215
$8.74M 0.07%
315,718
+666
216
$8.72M 0.07%
146,082
+2,148
217
$8.71M 0.07%
1,049,310
-36,973
218
$8.54M 0.07%
+321,161
219
$8.3M 0.06%
257,821
-30,558
220
$8.2M 0.06%
156,116
-15,042
221
$7.98M 0.06%
123,448
-1,079
222
$7.89M 0.06%
33,990
-5,317
223
$7.86M 0.06%
265,335
-405
224
$7.79M 0.06%
+77,060
225
$7.79M 0.06%
79,557
-1,883
7 8
9
10 11