CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$72.2M
2
+$68.9M
3
+$46.1M
4
ET icon
Energy Transfer Partners
ET
+$37.3M
5
TRGP icon
Targa Resources
TRGP
+$36.3M

Top Sells

1
+$45.3M
2
+$39.1M
3
+$32M
4
BA icon
Boeing
BA
+$30.3M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$163M 1.02%
993,766
-99,126
27
$156M 0.98%
1,183,875
-9,472
28
$154M 0.97%
644,643
+97,079
29
$146M 0.92%
5,133,594
-641,937
30
$145M 0.91%
4,586,260
-843,307
31
$145M 0.91%
1,798,308
+1,795
32
$144M 0.91%
1,901,766
-5,567
33
$144M 0.9%
2,491,810
-38,446
34
$140M 0.88%
2,719,199
-6,667
35
$138M 0.87%
1,079,687
-123,227
36
$133M 0.84%
7,013,881
-402,040
37
$132M 0.83%
1,238,401
-26,763
38
$131M 0.82%
3,083,080
-22,520
39
$129M 0.81%
2,125,013
+5,238
40
$123M 0.77%
2,047,419
+605,237
41
$121M 0.76%
1,710,206
+1,000
42
$119M 0.75%
982,739
+38,930
43
$119M 0.75%
1,516,792
+1,382
44
$119M 0.75%
1,803,680
-4,562
45
$115M 0.72%
300,065
+452
46
$114M 0.72%
1,842,354
+19,845
47
$110M 0.69%
2,113,350
+335,704
48
$107M 0.67%
899,491
-47
49
$104M 0.65%
1,255,018
-3,448
50
$103M 0.65%
970,718
-783
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