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
376
$1.86M 0.01%
+14,118
377
$1.84M 0.01%
24,675
-4,835
378
$1.83M 0.01%
15,593
379
$1.82M 0.01%
91,772
+5,580
380
$1.82M 0.01%
30,210
-2,159
381
$1.81M 0.01%
40,933
+7,741
382
$1.75M 0.01%
20,496
+2,208
383
$1.73M 0.01%
+12,087
384
$1.73M 0.01%
39,645
-4,620
385
$1.73M 0.01%
26,660
-619
386
$1.73M 0.01%
52,546
+18,126
387
$1.72M 0.01%
73,148
-4,556
388
$1.69M 0.01%
22,538
+2,333
389
$1.67M 0.01%
41,905
-1,900
390
$1.66M 0.01%
20,208
-5,711
391
$1.65M 0.01%
17,136
+72
392
$1.62M 0.01%
44,809
-3,365
393
$1.59M 0.01%
17,589
394
$1.57M 0.01%
147,348
395
$1.55M 0.01%
11,414
396
$1.53M 0.01%
29,711
+1,315
397
$1.53M 0.01%
52,075
+1,125
398
$1.49M 0.01%
27,652
-10,285
399
$1.47M 0.01%
23,913
+1,000
400
$1.46M 0.01%
39,300
+2,300
14 15
16
17 18