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
$13.7B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$96.6M
3
+$61.5M
4
PAA icon
Plains All American Pipeline
PAA
+$39M
5
TGE
Tallgrass Energy, LP Class A Shares
TGE
+$35.9M

Top Sells

1
+$66.3M
2
+$58.2M
3
+$31.7M
4
CWEN icon
Clearway Energy Class C
CWEN
+$28.6M
5
AM
ANTERO MIDSTREAM PARTNERS LP
AM
+$28.3M

Sector Composition

1 Energy 28.02%
2 Technology 14.08%
3 Healthcare 11.86%
4 Financials 10.66%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.99M 0.07%
98,490
+1,339
227
$8.97M 0.07%
142,393
+1,463
228
$8.79M 0.06%
85,237
-448
229
$8.59M 0.06%
+209,445
230
$8.46M 0.06%
37,635
+1,165
231
$8.45M 0.06%
108,709
+1,189
232
$8.31M 0.06%
76,744
+669
233
$8.1M 0.06%
54,687
+22
234
$8.03M 0.06%
402,457
-97,543
235
$8.02M 0.06%
69,280
+4,772
236
$7.99M 0.06%
75,125
+931
237
$7.96M 0.06%
162,626
-10,204
238
$7.94M 0.06%
262,642
+2,872
239
$7.77M 0.06%
120,862
+2,932
240
$7.68M 0.06%
67,427
+1,416
241
$7.66M 0.06%
80,472
-424
242
$7.63M 0.06%
64,570
+785
243
$7.63M 0.06%
167,378
+166
244
$7.54M 0.05%
43,170
+487
245
$7.46M 0.05%
700,229
+426,632
246
$7.38M 0.05%
+142,578
247
$7.37M 0.05%
116,045
-15,595
248
$7.29M 0.05%
85,708
+994
249
$7.11M 0.05%
138,089
-1,113
250
$7.1M 0.05%
660,676
+7,528
8 9
10
11 12