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
$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
1
$476M 3.15%
17,606,366
+851,987
2
$444M 2.94%
12,397,969
+778,364
3
$318M 2.1%
10,972,612
-2,125,660
4
$292M 1.93%
4,694,388
+29,512
5
$281M 1.86%
7,286,140
+116,640
6
$271M 1.79%
7,239,700
+942,660
7
$264M 1.75%
11,223,988
+1,586,282
8
$234M 1.55%
2,278,523
+17,238
9
$221M 1.46%
10,664,995
-403,539
10
$221M 1.46%
11,425,231
+1,441,309
11
$219M 1.45%
2,535,800
+94,425
12
$215M 1.42%
6,203,134
+769,246
13
$214M 1.41%
1,410,033
+8,688
14
$212M 1.4%
3,202,756
+569,993
15
$196M 1.29%
1,699,512
+10,417
16
$194M 1.29%
3,528,371
-3,710
17
$189M 1.25%
7,415,921
+404,257
18
$185M 1.22%
2,442,594
-278,954
19
$183M 1.21%
1,748,300
+256,877
20
$183M 1.21%
2,341,062
+704,279
21
$181M 1.2%
5,237,842
+56,010
22
$175M 1.16%
5,429,567
+1,476,164
23
$175M 1.16%
1,092,892
+10,482
24
$165M 1.09%
5,775,531
+1,032
25
$160M 1.06%
1,191,596
-281,343
1
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