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
301
$4.01M 0.03%
87,026
302
$4.01M 0.03%
54,276
+100
303
$3.98M 0.03%
56,140
304
$3.9M 0.03%
71,950
+1,833
305
$3.89M 0.03%
200,000
-250,000
306
$3.85M 0.03%
152,900
+1,500
307
$3.83M 0.03%
217,905
308
$3.79M 0.03%
54,854
-13,984
309
$3.71M 0.03%
26,133
-89
310
$3.69M 0.03%
51,357
+1,465
311
$3.68M 0.03%
144,867
+118,877
312
$3.65M 0.03%
111,849
-40,689
313
$3.62M 0.03%
29,750
+980
314
$3.57M 0.03%
52,418
315
$3.56M 0.03%
42,100
-1,408
316
$3.47M 0.03%
100,000
317
$3.42M 0.03%
153,229
+3,000
318
$3.4M 0.03%
70,386
-3,760
319
$3.39M 0.03%
38,733
-1,471
320
$3.28M 0.03%
61,942
-216
321
$3.27M 0.03%
35,538
+1,360
322
$3.21M 0.03%
39,819
-1,805
323
$3.18M 0.03%
50,156
+1,770
324
$3.18M 0.03%
97,438
+137
325
$3.17M 0.02%
2,704
+15
11 12
13
14 15