CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$67.8M
3
+$45.1M
4
ET icon
Energy Transfer Partners
ET
+$35.6M
5
TRGP icon
Targa Resources
TRGP
+$35.1M

Top Sells

1
+$44.8M
2
+$38.2M
3
+$30.6M
4
BA icon
Boeing
BA
+$29.2M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.2M 0.07%
103,021
+5,687
202
$11.2M 0.07%
206,589
-9,693
203
$11M 0.07%
477,784
-3,217
204
$11M 0.07%
601,469
+253,724
205
$10.6M 0.07%
618,879
+6,326
206
$10.6M 0.07%
361,562
-15,644
207
$10.6M 0.07%
432,502
-58,760
208
$10.5M 0.07%
51,117
-2,447
209
$10.4M 0.07%
200,000
-41,197
210
$10.4M 0.07%
238,709
-9,367
211
$10.4M 0.07%
305,851
-21,596
212
$10.4M 0.07%
97,047
-6,828
213
$10.3M 0.06%
265,424
-11,440
214
$10.3M 0.06%
195,410
-24,342
215
$10.1M 0.06%
206,703
-54,740
216
$9.82M 0.06%
168,174
-4,397
217
$9.76M 0.06%
330,292
-14,183
218
$9.71M 0.06%
473,955
+166,145
219
$9.71M 0.06%
85,997
+2,865
220
$9.63M 0.06%
866,471
-42,090
221
$9.47M 0.06%
33,203
-676
222
$9.36M 0.06%
159,910
-7,200
223
$9.3M 0.06%
70,252
-10,035
224
$9.24M 0.06%
219,230
+71,509
225
$9.24M 0.06%
234,504
-468,004
7 8
9
10 11