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
26
$119M 0.96%
1,464,151
+10,068
27
$114M 0.92%
2,145,736
+6,016
28
$110M 0.89%
1,515,676
-10,738
29
$107M 0.87%
804,827
+1,247
30
$106M 0.86%
4,273,142
+37,560
31
$100M 0.81%
1,818,996
-9,157
32
$96.9M 0.79%
1,074,512
-3,273
33
$96.8M 0.79%
1,284,014
+2,180
34
$93.3M 0.76%
3,475,766
+32,288
35
$92.7M 0.75%
1,098,790
+4,415
36
$91.8M 0.75%
1,123,495
+6,409
37
$90.4M 0.73%
1,054,044
+14,125
38
$88.4M 0.72%
3,327,758
+788,538
39
$86.6M 0.7%
1,209,242
-118,509
40
$86.2M 0.7%
384,138
+2,811
41
$85.7M 0.7%
1,627,112
+5,192
42
$85.4M 0.69%
3,243,911
+11,744
43
$82.5M 0.67%
1,842,960
+407,126
44
$81.5M 0.66%
809,660
-26,760
45
$80.6M 0.65%
800,204
-14,947
46
$80.5M 0.65%
2,670,654
+3,610
47
$78M 0.63%
1,052,318
+15,027
48
$77.8M 0.63%
1,017,297
+206,911
49
$77.7M 0.63%
610,614
+15,713
50
$77.1M 0.63%
1,353,150
-430,914
1
2
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