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
251
$6.55M 0.05%
155,326
+73
252
$6.54M 0.05%
245,963
-108
253
$6.5M 0.05%
84,542
+2,199
254
$6.44M 0.05%
625,088
-264
255
$6.4M 0.05%
300,000
256
$6.29M 0.05%
50,220
+18,932
257
$6.24M 0.05%
63,119
+1,364
258
$6.22M 0.05%
51,624
+20
259
$6.21M 0.05%
172,951
-35,829
260
$6.17M 0.05%
140,249
+48,320
261
$6.04M 0.05%
37,633
+11,723
262
$5.93M 0.05%
16,456
+503
263
$5.91M 0.05%
59,720
-2,319
264
$5.89M 0.05%
76,949
-8,205
265
$5.8M 0.05%
65,296
-6,600
266
$5.78M 0.05%
196,576
+17,482
267
$5.76M 0.05%
114,254
-397
268
$5.66M 0.04%
152,137
+74
269
$5.66M 0.04%
111,077
+40,355
270
$5.54M 0.04%
43,818
-27
271
$5.42M 0.04%
146,337
-18,907
272
$5.41M 0.04%
52,465
-2,918
273
$5.41M 0.04%
222,663
+6,565
274
$5.32M 0.04%
45,762
+8,273
275
$5.24M 0.04%
144,892
+3,878
9 10
11
12 13