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
351
$2.38M 0.02%
35,129
-27
352
$2.3M 0.02%
23,541
+44
353
$2.29M 0.02%
40,585
+14,452
354
$2.28M 0.02%
28,467
355
$2.28M 0.02%
65,195
-3,821
356
$2.22M 0.02%
55,903
+989
357
$2.19M 0.02%
22,086
-408
358
$2.19M 0.02%
49,426
-888
359
$2.19M 0.02%
57,564
+2,030
360
$2.18M 0.02%
91,446
+2,432
361
$2.17M 0.02%
60,000
362
$2.17M 0.02%
134,566
+3,567
363
$2.17M 0.02%
48,134
-24,101
364
$2.12M 0.02%
36,933
-1,338
365
$2.12M 0.02%
40,465
-14,035
366
$2.09M 0.02%
47,036
-156
367
$2.05M 0.02%
58,834
-8,910
368
$2.04M 0.02%
116,484
+6,000
369
$2.01M 0.02%
35,936
+1,400
370
$1.98M 0.02%
27,986
+4,904
371
$1.96M 0.02%
28,768
+880
372
$1.96M 0.02%
132,442
+11,872
373
$1.92M 0.02%
38,555
+148
374
$1.92M 0.02%
49,122
+995
375
$1.86M 0.01%
31,608
-382
13 14
15
16 17