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
376
$1.69M 0.01%
23,082
-15,415
377
$1.68M 0.01%
43,805
+2,616
378
$1.66M 0.01%
29,210
+8,945
379
$1.63M 0.01%
18,288
-581
380
$1.62M 0.01%
17,589
+86
381
$1.59M 0.01%
17,064
-126
382
$1.59M 0.01%
35,449
-14,288
383
$1.57M 0.01%
50,950
+13,730
384
$1.57M 0.01%
33,192
+694
385
$1.57M 0.01%
26,133
+8,697
386
$1.56M 0.01%
34,422
+21,500
387
$1.55M 0.01%
20,205
-617
388
$1.51M 0.01%
147,348
-918
389
$1.51M 0.01%
21,206
+1,800
390
$1.48M 0.01%
10,702
-559
391
$1.48M 0.01%
43,635
-79,135
392
$1.48M 0.01%
16,821
+3,406
393
$1.47M 0.01%
51,740
394
$1.47M 0.01%
12,770
+109
395
$1.46M 0.01%
31,545
+16,840
396
$1.45M 0.01%
37,000
397
$1.44M 0.01%
100,000
-143,183
398
$1.44M 0.01%
24,969
-37
399
$1.44M 0.01%
22,913
-2,087
400
$1.4M 0.01%
29,264
+4,054
14 15
16
17 18