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
351
$2.54M 0.02%
42,976
+4,866
352
$2.51M 0.02%
88,782
-5,914
353
$2.5M 0.02%
66,333
-500
354
$2.47M 0.02%
51,211
+1,820
355
$2.42M 0.02%
55,903
-23,896
356
$2.4M 0.02%
+63,274
357
$2.38M 0.02%
22,415
-369
358
$2.36M 0.02%
47,252
+810
359
$2.35M 0.02%
29,242
+1,015
360
$2.26M 0.02%
55,665
-295,908
361
$2.21M 0.02%
40,623
+1,806
362
$2.21M 0.02%
67,741
-5,148
363
$2.21M 0.02%
22,133
+6,333
364
$2.15M 0.02%
38,017
-3,350
365
$2.15M 0.02%
63,999
-12,050
366
$2.14M 0.02%
+10,758
367
$2.14M 0.02%
36,378
-3,030
368
$2.14M 0.02%
56,314
-57,005
369
$2.1M 0.02%
40,217
-802
370
$2.08M 0.02%
57,734
+27
371
$2.08M 0.02%
46,983
+7
372
$2.06M 0.02%
88,087
+3,010
373
$2.04M 0.01%
23,792
+4,585
374
$2.03M 0.01%
27,789
-2,136
375
$1.96M 0.01%
50,096
-5,199
13 14
15
16 17