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
301
$4.48M 0.03%
34,180
+16
302
$4.43M 0.03%
50,293
+42
303
$4.42M 0.03%
54,546
+1,704
304
$4.42M 0.03%
43,312
-1,229
305
$4.4M 0.03%
44,091
+6,515
306
$4.36M 0.03%
25,588
-31
307
$4.28M 0.03%
61,773
-212
308
$4.11M 0.03%
31,684
+2,170
309
$4.09M 0.03%
27,697
-3,315
310
$4.03M 0.03%
59,776
+577
311
$4.03M 0.03%
69,966
-25,166
312
$4M 0.03%
220,505
+1,750
313
$3.79M 0.03%
82,306
+28,374
314
$3.73M 0.03%
+255,764
315
$3.72M 0.03%
+305,687
316
$3.67M 0.03%
2,724
-9
317
$3.65M 0.03%
252,111
+25,000
318
$3.63M 0.03%
20,165
319
$3.5M 0.03%
88,263
320
$3.5M 0.03%
58,336
-2,384
321
$3.42M 0.02%
130,784
-400
322
$3.42M 0.02%
78,766
-8,260
323
$3.41M 0.02%
59,816
-207
324
$3.38M 0.02%
36,450
-7,649
325
$3.29M 0.02%
106,060
+685
11 12
13
14 15