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
451
$977K 0.01%
27,539
452
$973K 0.01%
+14,230
453
$970K 0.01%
28,475
+755
454
$969K 0.01%
+20,231
455
$947K 0.01%
15,696
456
$937K 0.01%
14,803
+960
457
$935K 0.01%
32,120
+780
458
$929K 0.01%
25,337
-5,294
459
$928K 0.01%
11,730
-3,432
460
$910K 0.01%
+18,481
461
$909K 0.01%
23,960
462
$904K 0.01%
24,937
+656
463
$901K 0.01%
21,659
+1,186
464
$875K 0.01%
46,629
465
$863K 0.01%
13,619
-1,379
466
$861K 0.01%
38,416
+18,821
467
$858K 0.01%
14,090
+1,215
468
$846K 0.01%
33,461
-37,389
469
$843K 0.01%
13,541
-1,640
470
$836K 0.01%
17,682
471
$833K 0.01%
+21,115
472
$833K 0.01%
36,556
473
$829K 0.01%
16,560
474
$829K 0.01%
85,000
475
$821K 0.01%
41,190
+2,200
17 18
19
20 21