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
326
$3.2M 0.02%
41,270
-4,093
327
$3.16M 0.02%
76,719
-7,827
328
$3.1M 0.02%
+200,000
329
$3.06M 0.02%
199,953
330
$3.06M 0.02%
111,698
+1,360
331
$3.04M 0.02%
18,762
-42
332
$3.02M 0.02%
37,664
-425
333
$2.94M 0.02%
60,000
334
$2.94M 0.02%
44,206
+2,182
335
$2.93M 0.02%
50,740
+100
336
$2.93M 0.02%
36,388
+471
337
$2.93M 0.02%
31,476
-1,147
338
$2.92M 0.02%
28,966
-930
339
$2.92M 0.02%
50,113
-61
340
$2.89M 0.02%
+61,774
341
$2.8M 0.02%
25,881
+4
342
$2.8M 0.02%
57,648
+4
343
$2.73M 0.02%
31,344
+5,942
344
$2.7M 0.02%
60,000
-15,000
345
$2.7M 0.02%
80,232
-1,212
346
$2.68M 0.02%
15,053
-1,442
347
$2.63M 0.02%
31,005
-895
348
$2.61M 0.02%
23,479
-1,653
349
$2.58M 0.02%
123,238
-129
350
$2.56M 0.02%
70,248
+9,218
12 13
14
15 16