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
276
$5.82M 0.04%
229,671
+9,518
277
$5.76M 0.04%
+255,700
278
$5.65M 0.04%
+200,000
279
$5.47M 0.04%
167,485
+17,485
280
$5.36M 0.04%
50,623
-124
281
$5.33M 0.04%
63,169
+186
282
$5.33M 0.04%
115,453
283
$5.31M 0.04%
45,894
+3,530
284
$5.3M 0.04%
59,660
+9,670
285
$5.2M 0.04%
207,450
-5,400
286
$5.11M 0.04%
84,117
-6,744
287
$5.1M 0.04%
214,383
+12,405
288
$5.09M 0.04%
47,521
+342
289
$5.03M 0.04%
67,309
-9,510
290
$5.01M 0.04%
434,594
+5,396
291
$5M 0.04%
300,000
-300,000
292
$4.98M 0.04%
72,032
+1,991
293
$4.84M 0.04%
213,630
-12,772
294
$4.64M 0.03%
+30,050
295
$4.64M 0.03%
20,884
-735
296
$4.63M 0.03%
50,473
297
$4.58M 0.03%
54,908
+589
298
$4.58M 0.03%
+200,000
299
$4.56M 0.03%
109,962
-1,599,200
300
$4.48M 0.03%
+11,102
10 11
12
13 14