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
351
$2.21M 0.02%
27,888
+1,456
352
$2.19M 0.02%
29,510
-6,635
353
$2.19M 0.02%
50,314
+8,112
354
$2.16M 0.02%
15,593
355
$2.08M 0.02%
55,534
+11
356
$2.08M 0.02%
120,570
-5,552
357
$2.06M 0.02%
31,990
-47,463
358
$2.06M 0.02%
45,644
+2,176
359
$2.06M 0.02%
89,014
-886
360
$2.05M 0.02%
48,174
-726
361
$2.02M 0.02%
34,536
+538
362
$2.01M 0.02%
44,265
-3,727
363
$2M 0.02%
110,484
+7,714
364
$2M 0.02%
27,279
+645
365
$2M 0.02%
130,999
-2,905
366
$1.99M 0.02%
37,937
-440
367
$1.97M 0.02%
60,000
368
$1.97M 0.02%
24,415
+4,071
369
$1.94M 0.02%
298,670
-233,517
370
$1.89M 0.02%
48,127
-967
371
$1.82M 0.01%
86,192
+18,398
372
$1.81M 0.01%
77,704
+9,604
373
$1.8M 0.01%
70,850
-19,531
374
$1.8M 0.01%
47,724
-3,473
375
$1.72M 0.01%
111,000
+19,500
13 14
15
16 17