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
501
$783K 0.01%
33,241
-6,046
502
$767K 0.01%
40,298
-6,000
503
$752K 0.01%
+12,680
504
$726K 0.01%
36,759
+2,143
505
$725K 0.01%
17,333
-278
506
$714K 0.01%
13,335
507
$712K 0.01%
20,250
+1,660
508
$708K 0.01%
12,358
-3,619
509
$707K 0.01%
+12,260
510
$707K 0.01%
24,031
-2,356
511
$700K 0.01%
10,060
-4,982
512
$695K 0.01%
27,864
513
$692K 0.01%
66,788
+1,871
514
$692K 0.01%
24,188
+856
515
$691K 0.01%
16,054
-3,275
516
$685K 0.01%
32,898
517
$681K 0.01%
38,280
518
$680K ﹤0.01%
16,920
-20,960
519
$680K ﹤0.01%
15,632
-8,721
520
$674K ﹤0.01%
17,365
+617
521
$669K ﹤0.01%
18,620
+1,225
522
$662K ﹤0.01%
24,413
523
$662K ﹤0.01%
12,545
+1,830
524
$654K ﹤0.01%
28,990
+11
525
$654K ﹤0.01%
+12,988
19 20
21
22 23