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
376
$1.96M 0.01%
52,526
-31,442
377
$1.96M 0.01%
58,582
+77
378
$1.96M 0.01%
18,342
-1,748
379
$1.87M 0.01%
16,650
-685
380
$1.83M 0.01%
44,254
+1,068
381
$1.82M 0.01%
42,930
-540
382
$1.82M 0.01%
18,142
+1,042
383
$1.81M 0.01%
58,296
+854
384
$1.81M 0.01%
71,472
385
$1.81M 0.01%
36,826
-1,165
386
$1.81M 0.01%
23,695
+145
387
$1.8M 0.01%
79,414
-6,136
388
$1.8M 0.01%
146,807
-4,130
389
$1.75M 0.01%
18,353
+57
390
$1.74M 0.01%
24,701
-622
391
$1.72M 0.01%
27,247
+3,400
392
$1.71M 0.01%
42,645
+5,350
393
$1.69M 0.01%
35,510
+12,518
394
$1.66M 0.01%
22,147
-30,129
395
$1.64M 0.01%
35,992
+1,791
396
$1.62M 0.01%
22,794
-949
397
$1.6M 0.01%
18,861
-769
398
$1.59M 0.01%
98,210
-645
399
$1.59M 0.01%
110,815
-3,050
400
$1.58M 0.01%
27,933
-1,562
14 15
16
17 18