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
426
$1.18M 0.01%
33,857
+2,830
427
$1.16M 0.01%
31,215
+7,631
428
$1.15M 0.01%
24,290
+1,495
429
$1.13M 0.01%
23,816
-11,633
430
$1.12M 0.01%
32,687
+2,275
431
$1.11M 0.01%
118,300
432
$1.11M 0.01%
52,712
+6,703
433
$1.1M 0.01%
26,891
+1,808
434
$1.1M 0.01%
14,635
+2,040
435
$1.09M 0.01%
22,850
+1,650
436
$1.08M 0.01%
14,034
+212
437
$1.06M 0.01%
13,472
-1,280
438
$1.06M 0.01%
73,455
+5,460
439
$1.06M 0.01%
37,201
-3,292
440
$1.06M 0.01%
25,048
441
$1.03M 0.01%
13,935
-410
442
$1.03M 0.01%
12,158
443
$1.02M 0.01%
10,082
+29
444
$1.01M 0.01%
73,700
+2,695
445
$1M 0.01%
37,687
+2,774
446
$998K 0.01%
22,410
+550
447
$992K 0.01%
28,827
-2,512
448
$988K 0.01%
49,310
+6,285
449
$983K 0.01%
35,903
+968
450
$978K 0.01%
+16,085
16 17
18
19 20