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
401
$1.46M 0.01%
25,682
+713
402
$1.44M 0.01%
32,592
+4,812
403
$1.44M 0.01%
29,344
+80
404
$1.44M 0.01%
51,673
-67
405
$1.44M 0.01%
15,791
+2,490
406
$1.43M 0.01%
45,644
407
$1.41M 0.01%
16,062
+2,469
408
$1.39M 0.01%
12,487
409
$1.39M 0.01%
25,042
410
$1.38M 0.01%
15,734
-1,087
411
$1.38M 0.01%
12,291
-479
412
$1.36M 0.01%
21,110
-96
413
$1.36M 0.01%
23,765
-5,445
414
$1.33M 0.01%
36,018
+1,454
415
$1.32M 0.01%
14,662
416
$1.3M 0.01%
10,037
-665
417
$1.3M 0.01%
22,321
+3,231
418
$1.29M 0.01%
100,000
419
$1.28M 0.01%
106,605
+5,735
420
$1.27M 0.01%
47,652
-1,600
421
$1.25M 0.01%
12,712
+1,860
422
$1.23M 0.01%
29,777
+1,455
423
$1.22M 0.01%
32,250
+705
424
$1.21M 0.01%
28,264
-6,158
425
$1.19M 0.01%
106,344
+1,240
15 16
17
18 19