CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$496M 3.67%
15,072,789
-778,388
2
$393M 2.9%
12,625,128
-92,072
3
$330M 2.44%
6,523,386
+45,170
4
$328M 2.43%
10,366,326
+275,674
5
$234M 1.73%
3,100,600
+469,973
6
$231M 1.71%
3,017,445
+108,867
7
$215M 1.59%
7,839,765
+147,905
8
$211M 1.56%
4,802,546
9
$200M 1.48%
6,854,565
+300,803
10
$177M 1.31%
2,043,265
-293,370
11
$176M 1.3%
1,482,103
+192,607
12
$160M 1.18%
1,592,942
+240,720
13
$155M 1.15%
1,368,048
-248,848
14
$155M 1.14%
1,566,227
+303
15
$153M 1.13%
3,648,852
-635,290
16
$153M 1.13%
1,966,977
+1,399,595
17
$152M 1.12%
3,520,348
+32,010
18
$149M 1.1%
5,275,316
+92,316
19
$148M 1.09%
1,725,082
+7,213
20
$144M 1.07%
3,548,123
+333,351
21
$141M 1.04%
1,470,050
+214
22
$134M 0.99%
1,131,622
+9,655
23
$134M 0.99%
1,294,064
+11,280
24
$133M 0.98%
1,251,352
+15,239
25
$133M 0.98%
2,442,269
+18,643
1
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