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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.71M 0.08%
265,365
+9,289
202
$9.38M 0.07%
51,283
-22,628
203
$9.21M 0.07%
185,737
-315
204
$9.14M 0.07%
102,134
+1,867
205
$9.01M 0.07%
34,595
+21,437
206
$8.84M 0.07%
+107,926
207
$8.78M 0.07%
1,634,910
+742,757
208
$8.74M 0.07%
273,831
+8,496
209
$8.67M 0.07%
233,282
+205,684
210
$8.59M 0.07%
455,742
-253,421
211
$8.4M 0.06%
79,264
+2,204
212
$8.35M 0.06%
84,520
+4,963
213
$8.31M 0.06%
263,665
+9,891
214
$8.27M 0.06%
130,588
+7,321
215
$8.2M 0.06%
111,571
+3,127
216
$8.12M 0.06%
69,215
+1,141
217
$7.99M 0.06%
787,729
-7,459
218
$7.93M 0.06%
182,352
-623,417
219
$7.89M 0.06%
292,152
+13,206
220
$7.88M 0.06%
+268,071
221
$7.75M 0.06%
226,378
-31,443
222
$7.75M 0.06%
131,689
-24,427
223
$7.66M 0.06%
37,819
+535
224
$7.61M 0.06%
77,585
+4,657
225
$7.57M 0.06%
253,252
-920,324
7 8
9
10 11