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
476
$811K 0.01%
33,148
+4,510
477
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25,883
-4,178
478
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56,148
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479
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480
$791K 0.01%
38,587
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481
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51,000
-60,000
482
$777K 0.01%
12,650
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483
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40,066
+1,200
484
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+11,617
485
$770K 0.01%
14,196
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486
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13,968
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487
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19,568
488
$758K 0.01%
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489
$751K 0.01%
12,746
490
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492
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18,000
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494
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495
$706K 0.01%
28,265
496
$703K 0.01%
13,497
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497
$696K 0.01%
10,204
498
$692K 0.01%
10,155
-471
499
$677K 0.01%
18,590
-3,800
500
$669K 0.01%
14,975
18 19
20
21 22