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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.9M 0.07%
156,798
+3,109
202
$10.6M 0.07%
229,770
+4,044
203
$10.5M 0.07%
97,334
+4,574
204
$10.5M 0.07%
216,282
+4,818
205
$10.3M 0.07%
414,126
+6,727
206
$10.3M 0.07%
341,545
+152,301
207
$10.1M 0.07%
663,645
+33,980
208
$9.95M 0.07%
147,665
+7,052
209
$9.91M 0.07%
74,727
+1,758
210
$9.9M 0.07%
344,475
+544
211
$9.85M 0.07%
327,447
-8,334
212
$9.82M 0.07%
612,553
+112,553
213
$9.81M 0.06%
87,897
+1,929
214
$9.72M 0.06%
273,116
+11,839
215
$9.69M 0.06%
184,357
-4,186
216
$9.65M 0.06%
1,368,300
217
$9.61M 0.06%
103,875
+1,139
218
$9.6M 0.06%
82,222
+1,415
219
$9.58M 0.06%
172,571
+7,928
220
$9.51M 0.06%
80,287
-5,154
221
$9.29M 0.06%
167,110
+3,136
222
$9.23M 0.06%
129,782
-14,852
223
$9.18M 0.06%
137,659
-1,121
224
$9.1M 0.06%
481,001
-7,197
225
$9.02M 0.06%
288,885
+15,969
7 8
9
10 11