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
251
$6.05M 0.05%
40,363
-434
252
$6.02M 0.05%
114,651
-290
253
$6M 0.05%
152,063
+1,448
254
$5.91M 0.05%
55,383
+2,556
255
$5.8M 0.05%
61,755
+2,080
256
$5.63M 0.05%
220,850
257
$5.62M 0.05%
161,788
-785
258
$5.57M 0.05%
152,538
-1,567,368
259
$5.54M 0.05%
43,845
-121
260
$5.5M 0.04%
194,310
-226,245
261
$5.46M 0.04%
141,014
+1,402
262
$5.41M 0.04%
34,146
-363
263
$5.4M 0.04%
146,336
-191,583
264
$5.38M 0.04%
216,098
-155,473
265
$5.29M 0.04%
113,618
-51,944
266
$5.29M 0.04%
63,805
+4,015
267
$5.28M 0.04%
204,924
+1,643
268
$5.26M 0.04%
104,604
-960
269
$5.25M 0.04%
53,385
+6,659
270
$5.18M 0.04%
62,468
-1,160
271
$5.17M 0.04%
33,489
-549
272
$5.16M 0.04%
159,493
-7,150
273
$5.08M 0.04%
50,721
-20
274
$5.06M 0.04%
92,659
-78,454
275
$5.06M 0.04%
61,389
+252
9 10
11
12 13