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
251
$7.08M 0.05%
40,210
-51
252
$7.08M 0.05%
118,671
+1,517
253
$6.82M 0.05%
426,757
-447,150
254
$6.79M 0.05%
+135,787
255
$6.77M 0.05%
86,197
-1,460
256
$6.75M 0.05%
52,458
+355
257
$6.64M 0.05%
112,658
+1,148
258
$6.6M 0.05%
165,497
-262
259
$6.53M 0.05%
141,309
+1,630
260
$6.48M 0.05%
116,355
+434
261
$6.43M 0.05%
335,880
+35,880
262
$6.39M 0.05%
65,685
-779
263
$6.28M 0.05%
121,249
+1,323
264
$6.27M 0.05%
66,520
+757
265
$6.24M 0.05%
36,432
+467
266
$6.22M 0.05%
190,523
-2,182
267
$6.2M 0.05%
385,749
268
$6.2M 0.05%
153,755
-1,044
269
$6.18M 0.05%
206,750
-200,950
270
$6.14M 0.04%
+407,850
271
$6.11M 0.04%
99,479
+10,338
272
$6.11M 0.04%
148,662
+9,885
273
$6.06M 0.04%
167,717
+13,978
274
$6.02M 0.04%
75,032
-26,790
275
$5.98M 0.04%
2,213,328
+199,232
9 10
11
12 13