CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.3B
AUM Growth
+$562M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$42.6M
3
+$40.7M
4
WMB icon
Williams Companies
WMB
+$37.7M
5
BPL
Buckeye Partners, L.P.
BPL
+$36.8M

Top Sells

1
+$85.8M
2
+$58.2M
3
+$57.2M
4
PAA icon
Plains All American Pipeline
PAA
+$44.3M
5
PCG icon
PG&E
PCG
+$43.5M

Sector Composition

1 Energy 29.86%
2 Technology 14.83%
3 Healthcare 10.72%
4 Financials 8.67%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.3M 0.06%
85,154
-8,660
227
$7.25M 0.06%
62,039
-69,017
228
$7.23M 0.06%
103,563
-454
229
$7.22M 0.06%
+300,000
230
$7.17M 0.06%
185,440
-560
231
$7.12M 0.06%
51,485
-409
232
$7.01M 0.06%
92,473
-604
233
$6.94M 0.06%
53,284
-246
234
$6.93M 0.06%
144,969
-754
235
$6.86M 0.06%
155,253
-1,406
236
$6.8M 0.06%
286,977
-3,517
237
$6.75M 0.05%
138,946
-1,468
238
$6.68M 0.05%
552,745
+1,315
239
$6.62M 0.05%
110,676
-47,964
240
$6.57M 0.05%
246,071
-1,516
241
$6.51M 0.05%
250,000
242
$6.42M 0.05%
82,343
+887
243
$6.4M 0.05%
+278,500
244
$6.37M 0.05%
71,896
-1,321
245
$6.36M 0.05%
51,604
-267
246
$6.33M 0.05%
625,352
-628
247
$6.32M 0.05%
73,591
+5,459
248
$6.25M 0.05%
74,118
+10,294
249
$6.1M 0.05%
+63,722
250
$6.1M 0.05%
176,765
-107,174
8 9
10
11 12