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
276
$5.04M 0.04%
42,312
-12,307
277
$4.98M 0.04%
68,838
-444
278
$4.87M 0.04%
+200,000
279
$4.83M 0.04%
46,737
-510
280
$4.82M 0.04%
179,094
-1,357
281
$4.8M 0.04%
37,489
+7,602
282
$4.68M 0.04%
47,365
283
$4.59M 0.04%
56,710
-1,452
284
$4.54M 0.04%
105,244
-4,524
285
$4.51M 0.04%
15,953
-134
286
$4.48M 0.04%
131,283
-1,025
287
$4.45M 0.04%
91,929
-209
288
$4.43M 0.04%
102,190
-318,250
289
$4.33M 0.04%
53,385
-9,893
290
$4.29M 0.03%
87,026
-1,400
291
$4.25M 0.03%
31,288
-323
292
$4.17M 0.03%
54,176
-65
293
$4.1M 0.03%
27,068
-6,890
294
$3.92M 0.03%
361,743
+5,000
295
$3.92M 0.03%
186,062
-13,978
296
$3.88M 0.03%
54,708
-1,839
297
$3.85M 0.03%
217,905
298
$3.81M 0.03%
+25,910
299
$3.77M 0.03%
73,103
+1,879
300
$3.77M 0.03%
26,222
-831
10 11
12
13 14