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
$12.9B
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
1
$356M 2.75%
13,064,736
+321,384
2
$349M 2.7%
14,180,439
+2,009,328
3
$330M 2.55%
10,202,377
+1,972,331
4
$253M 1.95%
+10,167,013
5
$245M 1.89%
4,431,141
+147,853
6
$228M 1.76%
6,125,860
+170,480
7
$212M 1.63%
1,388,281
+22,089
8
$203M 1.57%
11,380,687
+2,346,766
9
$197M 1.52%
1,478,367
-46,082
10
$197M 1.52%
2,191,038
+60,251
11
$179M 1.38%
6,020,560
-446,840
12
$177M 1.37%
1,640,095
+31,321
13
$171M 1.32%
2,479,862
-103,008
14
$167M 1.29%
10,400,874
+5,468,634
15
$160M 1.24%
2,134,447
+109,653
16
$155M 1.2%
2,284,312
-551,131
17
$154M 1.19%
2,410,127
+57,789
18
$152M 1.18%
3,724,871
+89,917
19
$152M 1.18%
4,979,054
+168,024
20
$151M 1.16%
1,452,228
+49,533
21
$149M 1.15%
1,454,339
-14,226
22
$142M 1.09%
7,831,550
+1,046,081
23
$139M 1.08%
2,351,003
+124,159
24
$135M 1.04%
2,795,831
+116,523
25
$135M 1.04%
1,045,821
+35,654
1
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