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
501
$602K ﹤0.01%
14,487
-9,485
502
$595K ﹤0.01%
19,980
-4,524
503
$590K ﹤0.01%
+773
504
$585K ﹤0.01%
14,616
-1,193
505
$581K ﹤0.01%
38,280
-333
506
$580K ﹤0.01%
1,250,400
-68,960
507
$579K ﹤0.01%
+10,700
508
$578K ﹤0.01%
28,973
+6,405
509
$560K ﹤0.01%
10,000
510
$554K ﹤0.01%
84,000
511
$543K ﹤0.01%
+10,201
512
$537K ﹤0.01%
13,501
-1,450
513
$524K ﹤0.01%
+24,320
514
$518K ﹤0.01%
37,773
515
$516K ﹤0.01%
37,800
516
$513K ﹤0.01%
28,718
-35,680
517
$512K ﹤0.01%
19,050
+6,085
518
$512K ﹤0.01%
35,000
519
$508K ﹤0.01%
11,473
-400
520
$508K ﹤0.01%
30,573
521
$506K ﹤0.01%
11,226
-165
522
$505K ﹤0.01%
20,593
-3,923
523
$496K ﹤0.01%
+12,300
524
$492K ﹤0.01%
40,000
525
$489K ﹤0.01%
5,828
-8,241
19 20
21
22 23