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
326
$3.13M 0.02%
63,720
327
$3.11M 0.02%
239,861
-12,000
328
$3.07M 0.02%
12,740
-46,351
329
$3.07M 0.02%
85,293
-19,951
330
$2.99M 0.02%
75,700
-16,995
331
$2.95M 0.02%
+102,315
332
$2.93M 0.02%
100,000
-94,310
333
$2.91M 0.02%
84,881
+37,157
334
$2.87M 0.02%
35,345
+10,930
335
$2.85M 0.02%
75,000
336
$2.85M 0.02%
35,649
-19,059
337
$2.8M 0.02%
25,515
+280
338
$2.79M 0.02%
56,659
-2,675
339
$2.77M 0.02%
26,740
+1,031
340
$2.74M 0.02%
70,233
-9,952
341
$2.74M 0.02%
+92,848
342
$2.72M 0.02%
78,755
+1,795
343
$2.69M 0.02%
23,955
+1,143
344
$2.66M 0.02%
49,738
-200
345
$2.62M 0.02%
50,113
-1
346
$2.52M 0.02%
64,140
-4,975
347
$2.5M 0.02%
83,325
+500
348
$2.5M 0.02%
23,635
-82
349
$2.49M 0.02%
72,796
-2,694
350
$2.39M 0.02%
40,388
-52,271
12 13
14
15 16