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
301
$3.76M 0.03%
70,722
-327
302
$3.73M 0.03%
48,386
+4,438
303
$3.73M 0.03%
49,892
+2,153
304
$3.7M 0.03%
92,695
-29,655
305
$3.69M 0.03%
100,000
-416,600
306
$3.68M 0.03%
43,508
-1,000
307
$3.67M 0.03%
151,400
-740
308
$3.65M 0.03%
56,140
-500
309
$3.6M 0.03%
251,861
310
$3.54M 0.03%
63,720
-24,500
311
$3.53M 0.03%
23,717
-11,581
312
$3.49M 0.03%
74,146
+14,664
313
$3.47M 0.03%
72,235
-905,465
314
$3.4M 0.03%
28,770
+6,850
315
$3.33M 0.03%
70,117
+1,482
316
$3.32M 0.03%
62,158
+19,737
317
$3.31M 0.03%
79,000
-12,395
318
$3.31M 0.03%
150,229
-74,451
319
$3.26M 0.03%
52,418
-5,479
320
$3.25M 0.03%
34,178
-30,877
321
$3.24M 0.03%
2,689
-16
322
$3.24M 0.03%
40,204
-1,466
323
$3.14M 0.03%
69,016
+6
324
$3.13M 0.03%
97,301
+12,557
325
$3.1M 0.03%
59,334
11 12
13
14 15