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
501
$650K 0.01%
16,388
+650
502
$648K 0.01%
+29,170
503
$646K 0.01%
29,459
504
$639K 0.01%
44,196
+9,196
505
$630K 0.01%
+12,042
506
$629K ﹤0.01%
11,136
+935
507
$628K ﹤0.01%
40,000
508
$626K ﹤0.01%
25,068
+940
509
$625K ﹤0.01%
11,393
-5,700
510
$618K ﹤0.01%
8,110
-307
511
$618K ﹤0.01%
12,553
-500
512
$618K ﹤0.01%
13,229
-9,808
513
$612K ﹤0.01%
+10,959
514
$604K ﹤0.01%
64,200
515
$600K ﹤0.01%
29,530
+557
516
$598K ﹤0.01%
+10,835
517
$592K ﹤0.01%
15,565
-13,300
518
$590K ﹤0.01%
773
519
$589K ﹤0.01%
+15,572
520
$577K ﹤0.01%
1,250,400
521
$574K ﹤0.01%
19,390
-24,245
522
$573K ﹤0.01%
36,695
+1,833
523
$573K ﹤0.01%
40,876
524
$567K ﹤0.01%
38,280
525
$556K ﹤0.01%
14,616
19 20
21
22 23