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
$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
1
$335M 2.62%
12,743,352
+95,344
2
$311M 2.44%
12,171,111
-466,027
3
$278M 2.17%
8,230,046
+2,875,378
4
$238M 1.86%
4,283,288
+52,602
5
$226M 1.77%
5,955,380
-2,997,860
6
$219M 1.71%
6,467,400
+58,520
7
$204M 1.6%
1,366,192
-168,617
8
$202M 1.58%
1,524,449
+160,593
9
$187M 1.46%
2,835,443
-750,552
10
$181M 1.41%
2,130,787
+28,611
11
$175M 1.37%
2,582,870
-85,054
12
$172M 1.35%
12,512,046
+3,423,663
13
$165M 1.29%
1,608,774
-6,263
14
$156M 1.22%
1,786,315
+5,045
15
$156M 1.22%
2,024,794
+34,444
16
$151M 1.18%
1,518,115
-1,869
17
$150M 1.17%
4,870,845
-40,728
18
$147M 1.15%
2,226,844
+40,118
19
$147M 1.15%
2,352,338
+44,966
20
$147M 1.15%
1,468,565
-7,647
21
$146M 1.14%
466,883
+10,553
22
$146M 1.14%
2,679,308
+139,568
23
$137M 1.07%
1,402,695
+85,136
24
$136M 1.06%
4,811,030
+191,516
25
$135M 1.05%
9,033,921
+3,999,623
1
2 3 4 5