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
26
$112M 0.88%
1,105,148
-121,587
27
$111M 0.87%
1,331,845
-308,507
28
$110M 0.87%
2,163,701
+17,965
29
$109M 0.85%
2,036,476
+409,364
30
$108M 0.85%
4,283,413
+10,271
31
$107M 0.84%
1,150,453
+133,156
32
$103M 0.81%
802,184
-2,643
33
$103M 0.81%
1,820,777
+1,781
34
$102M 0.8%
1,278,735
-5,279
35
$101M 0.8%
2,022,580
+889,621
36
$101M 0.79%
3,412,340
+84,582
37
$101M 0.79%
1,514,044
-1,632
38
$99.1M 0.78%
1,224,000
-240,151
39
$96.4M 0.76%
1,117,231
-6,264
40
$95.4M 0.75%
5,594,338
+1,328,143
41
$93.7M 0.74%
3,483,130
+7,364
42
$93.2M 0.73%
3,183,684
-60,227
43
$93M 0.73%
1,210,187
+945
44
$92.2M 0.73%
2,204,416
+665,890
45
$88M 0.69%
1,089,538
-9,252
46
$88M 0.69%
2,190,584
+589,284
47
$86.3M 0.68%
2,669,108
-1,546
48
$85.3M 0.67%
1,931,040
+88,080
49
$79M 0.62%
620,462
+9,848
50
$77.9M 0.61%
1,502,927
+214,432
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