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
401
$1.55M 0.01%
26,773
-807
402
$1.53M 0.01%
34,236
+330
403
$1.53M 0.01%
111,978
-5,600
404
$1.53M 0.01%
14,665
-3,585
405
$1.52M 0.01%
10,907
406
$1.5M 0.01%
+45,179
407
$1.5M 0.01%
15,495
-7,280
408
$1.5M 0.01%
300,000
-704,504
409
$1.49M 0.01%
7,984
-622
410
$1.48M 0.01%
19,224
+5,030
411
$1.47M 0.01%
31,287
+1,270
412
$1.46M 0.01%
13,060
-1,554
413
$1.45M 0.01%
14,413
+2,345
414
$1.45M 0.01%
11,888
+1,431
415
$1.44M 0.01%
118,300
416
$1.43M 0.01%
23,993
-8,516
417
$1.43M 0.01%
75,215
-787
418
$1.42M 0.01%
27,607
-3,165
419
$1.42M 0.01%
30,942
+10,400
420
$1.41M 0.01%
15,634
-831
421
$1.4M 0.01%
16,026
+1,504
422
$1.39M 0.01%
32,065
-80
423
$1.38M 0.01%
48,452
+800
424
$1.38M 0.01%
16,181
-9,990
425
$1.38M 0.01%
130,320
-60
15 16
17
18 19