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
451
$974K 0.01%
11,144
-1,297
452
$972K 0.01%
31,339
+422
453
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14,345
-3,509
454
$963K 0.01%
23,584
+11,728
455
$940K 0.01%
24,096
456
$928K 0.01%
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457
$922K 0.01%
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-33
458
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25,083
-3,389
459
$898K 0.01%
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+11,380
460
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85,000
461
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24,281
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462
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+12,595
463
$883K 0.01%
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-110
464
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34,935
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465
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17,682
466
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467
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38,866
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468
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+43,025
469
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470
$834K 0.01%
36,556
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471
$815K 0.01%
22,100
472
$782K 0.01%
+10,204
473
$773K 0.01%
12,875
-17
474
$770K 0.01%
22,390
475
$768K 0.01%
12,746
+319
17 18
19
20 21