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
426
$1.1M 0.01%
11,303
-1,212
427
$1.1M 0.01%
23,037
-585
428
$1.1M 0.01%
22,795
+12,625
429
$1.09M 0.01%
25,048
430
$1.06M 0.01%
31,027
+557
431
$1.06M 0.01%
22,083
-1,000
432
$1.05M 0.01%
34,913
+20,468
433
$1.05M 0.01%
30,631
-751
434
$1.03M 0.01%
46,629
435
$1.03M 0.01%
67,995
+41,135
436
$1.02M 0.01%
38,990
-120
437
$1.02M 0.01%
21,860
438
$1.02M 0.01%
17,093
-1,490
439
$1.02M 0.01%
15,162
+4,491
440
$1.01M 0.01%
15,181
-270
441
$1.01M 0.01%
12,158
-37
442
$1.01M 0.01%
21,200
443
$1M 0.01%
23,960
+84
444
$998K 0.01%
30,412
+17,960
445
$991K 0.01%
118,300
446
$986K 0.01%
30,061
+2,854
447
$980K 0.01%
27,720
+13,595
448
$980K 0.01%
71,005
-64,165
449
$977K 0.01%
15,696
450
$976K 0.01%
31,340
+2,026
16 17
18
19 20