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
526
$544K ﹤0.01%
12,116
-1,385
527
$541K ﹤0.01%
25,583
+3,140
528
$536K ﹤0.01%
+13,657
529
$535K ﹤0.01%
37,773
530
$530K ﹤0.01%
15,350
+2,850
531
$517K ﹤0.01%
10,000
532
$509K ﹤0.01%
+22,670
533
$508K ﹤0.01%
14,564
+5,131
534
$507K ﹤0.01%
277,000
535
$504K ﹤0.01%
16,376
-160,389
536
$499K ﹤0.01%
37,800
537
$498K ﹤0.01%
14,750
538
$488K ﹤0.01%
30,218
+1,500
539
$483K ﹤0.01%
84,000
540
$478K ﹤0.01%
6,187
+359
541
$477K ﹤0.01%
30,573
542
$472K ﹤0.01%
10,098
543
$466K ﹤0.01%
12,300
544
$460K ﹤0.01%
19,050
545
$452K ﹤0.01%
+36,000
546
$440K ﹤0.01%
43,450
+9,380
547
$435K ﹤0.01%
29,655
+1,725
548
$425K ﹤0.01%
23,154
549
$425K ﹤0.01%
8,715
550
$420K ﹤0.01%
50,100
20 21
22
23 24