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
426
$1.37M 0.01%
23,786
-305
427
$1.37M 0.01%
25,312
-1,674
428
$1.36M 0.01%
15,239
-62
429
$1.35M 0.01%
36,612
-663,783
430
$1.35M 0.01%
14,662
431
$1.35M 0.01%
34,375
-3,180
432
$1.34M 0.01%
30,314
+185
433
$1.33M 0.01%
+11,626
434
$1.28M 0.01%
61,365
-2,070
435
$1.26M 0.01%
40,000
436
$1.26M 0.01%
30,150
-156
437
$1.25M 0.01%
39,406
-499
438
$1.24M 0.01%
12,950
+137
439
$1.23M 0.01%
75,750
+25,050
440
$1.23M 0.01%
35,073
441
$1.22M 0.01%
18,186
+4,115
442
$1.18M 0.01%
34,775
-494,739
443
$1.17M 0.01%
21,985
-133,517
444
$1.16M 0.01%
13,335
+145
445
$1.16M 0.01%
+22,092
446
$1.15M 0.01%
41,831
+383
447
$1.14M 0.01%
21,475
-140
448
$1.14M 0.01%
19,538
-2,783
449
$1.14M 0.01%
15,158
+520
450
$1.14M 0.01%
25,400
+400
16 17
18
19 20