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
$12.7B
AUM Growth
+$391M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$57.5M
3
+$54.3M
4
BPL
Buckeye Partners, L.P.
BPL
+$53.5M
5
VZ icon
Verizon
VZ
+$44.5M

Top Sells

1
+$58.5M
2
+$52.3M
3
+$47M
4
DIS icon
Walt Disney
DIS
+$30.2M
5
SEMG
SEMGROUP CORPORATION
SEMG
+$25.7M

Sector Composition

1 Energy 30.22%
2 Technology 14.5%
3 Healthcare 10.25%
4 Financials 9.18%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.77M 0.06%
1,553,859
227
$7.74M 0.06%
110,451
-225
228
$7.73M 0.06%
+231,672
229
$7.66M 0.06%
+108,547
230
$7.49M 0.06%
306,300
-294,100
231
$7.36M 0.06%
37,792
-44,373
232
$7.33M 0.06%
80,521
-2,850
233
$7.32M 0.06%
107,029
+600
234
$7.2M 0.06%
+118,110
235
$7.13M 0.06%
188,934
+3,494
236
$7.06M 0.06%
120,616
+58
237
$7.04M 0.06%
92,026
-5,624
238
$7.02M 0.06%
92,734
+261
239
$6.94M 0.05%
51,470
-15
240
$6.91M 0.05%
144,969
241
$6.82M 0.05%
161,954
+150,481
242
$6.79M 0.05%
552,355
-390
243
$6.74M 0.05%
71,077
-2,514
244
$6.73M 0.05%
133,794
-56
245
$6.73M 0.05%
103,489
-74
246
$6.73M 0.05%
146,444
+67,444
247
$6.72M 0.05%
290,099
+3,122
248
$6.72M 0.05%
+193,738
249
$6.58M 0.05%
40,452
+89
250
$6.56M 0.05%
61,610
-2,195
8 9
10
11 12