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
526
$486K ﹤0.01%
20,725
527
$480K ﹤0.01%
+19,595
528
$465K ﹤0.01%
12,500
-23,530
529
$465K ﹤0.01%
22,443
+22
530
$462K ﹤0.01%
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531
$461K ﹤0.01%
20,000
532
$452K ﹤0.01%
23,154
-16,020
533
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17,755
534
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19,852
-243,757
535
$424K ﹤0.01%
8,715
536
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22,221
537
$415K ﹤0.01%
27,930
-40,690
538
$415K ﹤0.01%
10,098
539
$414K ﹤0.01%
17,606
540
$413K ﹤0.01%
32,410
541
$408K ﹤0.01%
37,000
542
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+2,311
543
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16,169
544
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10,600
545
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14,750
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546
$391K ﹤0.01%
14,955
+155
547
$383K ﹤0.01%
16,086
-1,200
548
$381K ﹤0.01%
50,100
+11,500
549
$376K ﹤0.01%
34,070
+1,481
550
$370K ﹤0.01%
24,504
20 21
22
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