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
451
$1.1M 0.01%
23,269
452
$1.09M 0.01%
44,089
+660
453
$1.09M 0.01%
12,283
-664
454
$1.08M 0.01%
31,340
+6,075
455
$1.06M 0.01%
20,339
+1,458
456
$1.06M 0.01%
14,604
+3,465
457
$1.06M 0.01%
14,590
+214
458
$1.06M 0.01%
+288,198
459
$1.06M 0.01%
37,000
460
$1.05M 0.01%
17,728
-890
461
$1.04M 0.01%
24,486
462
$980K 0.01%
65,285
-65,232
463
$976K 0.01%
15,866
+170
464
$973K 0.01%
56,505
-655
465
$963K 0.01%
24,505
-120
466
$955K 0.01%
+11,779
467
$954K 0.01%
34,426
+9
468
$952K 0.01%
32,410
-17,371
469
$920K 0.01%
40,900
-134,986
470
$920K 0.01%
11,261
-3,937
471
$919K 0.01%
+47,128
472
$914K 0.01%
66,505
+5,330
473
$913K 0.01%
19,685
-2,674
474
$912K 0.01%
48,946
-25,133
475
$909K 0.01%
22,100
-2,519
17 18
19
20 21