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
401
$1.39M 0.01%
25,042
-10,035
402
$1.38M 0.01%
40,186
-93,373
403
$1.36M 0.01%
28,396
-15,557
404
$1.32M 0.01%
14,662
+105
405
$1.3M 0.01%
105,104
+17,292
406
$1.29M 0.01%
49,252
+5,520
407
$1.29M 0.01%
100,870
+46,810
408
$1.29M 0.01%
12,487
-425
409
$1.27M 0.01%
+10,091
410
$1.26M 0.01%
28,322
-9,872
411
$1.26M 0.01%
13,301
+1,746
412
$1.22M 0.01%
13,593
+86
413
$1.2M 0.01%
13,822
+220
414
$1.19M 0.01%
24,207
+5,012
415
$1.19M 0.01%
+19,090
416
$1.18M 0.01%
27,539
+258
417
$1.18M 0.01%
40,493
-3,092
418
$1.16M 0.01%
11,414
+13
419
$1.15M 0.01%
27,780
-11,767
420
$1.15M 0.01%
34,420
+12,836
421
$1.13M 0.01%
10,852
+142
422
$1.12M 0.01%
14,752
-79
423
$1.12M 0.01%
14,998
-102
424
$1.11M 0.01%
28,865
-15,048
425
$1.11M 0.01%
34,564
+23
15 16
17
18 19