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
326
$3.09M 0.03%
41,624
+800
327
$3.06M 0.02%
35,156
-263
328
$3.05M 0.02%
75,000
-15,000
329
$3.04M 0.02%
80,185
-45,676
330
$2.94M 0.02%
69,115
-21,056
331
$2.92M 0.02%
76,960
+1,617
332
$2.85M 0.02%
75,490
-2,270
333
$2.85M 0.02%
22,812
-1,447
334
$2.83M 0.02%
54,500
-99
335
$2.75M 0.02%
25,709
-29,341
336
$2.74M 0.02%
25,235
-96
337
$2.74M 0.02%
50,114
338
$2.66M 0.02%
49,938
+1,138
339
$2.56M 0.02%
82,825
-1,000
340
$2.56M 0.02%
38,271
+8,101
341
$2.44M 0.02%
22,494
-686
342
$2.37M 0.02%
23,497
+440
343
$2.35M 0.02%
36,205
-148,565
344
$2.35M 0.02%
25,919
-463
345
$2.34M 0.02%
54,914
-9,851
346
$2.32M 0.02%
67,744
+3,123
347
$2.29M 0.02%
28,467
348
$2.24M 0.02%
32,369
+146
349
$2.22M 0.02%
38,407
-946
350
$2.22M 0.02%
47,192
-428
12 13
14
15 16