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
26
$138M 1.01%
1,084,424
-166,928
27
$138M 1%
1,473,848
+3,798
28
$137M 1%
6,312,980
+47,700
29
$137M 1%
3,464,619
+1,558,529
30
$136M 0.99%
4,529,840
-745,476
31
$136M 0.99%
1,295,953
+1,889
32
$130M 0.95%
2,261,103
+26,177
33
$126M 0.92%
1,585,209
+2,969
34
$120M 0.88%
4,380,553
+23,717
35
$118M 0.86%
1,348,157
+24,019
36
$118M 0.86%
2,847,466
+88,030
37
$117M 0.85%
1,308,597
+343,094
38
$116M 0.85%
383,241
+16,407
39
$116M 0.84%
2,051,636
+390,666
40
$110M 0.8%
1,579,434
+14,012
41
$108M 0.78%
1,222,219
+13,877
42
$107M 0.78%
4,059,685
+74,631
43
$106M 0.77%
1,111,967
+3,187
44
$105M 0.76%
1,933,870
+10,305
45
$102M 0.74%
2,344,675
+19,119
46
$102M 0.74%
1,515,274
+16,493
47
$101M 0.73%
2,161,212
+31,107
48
$99.5M 0.72%
5,846,131
+64,982
49
$98.4M 0.72%
823,124
+5,995
50
$97.8M 0.71%
2,018,576
-29,220
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