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
526
$652K ﹤0.01%
40,199
+3,267
527
$648K ﹤0.01%
33,721
-103
528
$629K ﹤0.01%
12,795
-1,870
529
$627K ﹤0.01%
10,000
530
$625K ﹤0.01%
+11,234
531
$625K ﹤0.01%
21,253
-4,665
532
$617K ﹤0.01%
53,383
+20,835
533
$613K ﹤0.01%
33,192
+3,570
534
$606K ﹤0.01%
19,173
+4,861
535
$605K ﹤0.01%
55,629
-65,580
536
$600K ﹤0.01%
45,624
537
$597K ﹤0.01%
36,270
+3,365
538
$595K ﹤0.01%
15,665
-105,942
539
$591K ﹤0.01%
38,364
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540
$583K ﹤0.01%
22,669
-10,195
541
$578K ﹤0.01%
39,915
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542
$577K ﹤0.01%
18,425
+1,655
543
$572K ﹤0.01%
275,000
544
$567K ﹤0.01%
84,000
545
$564K ﹤0.01%
17,060
+1,055
546
$562K ﹤0.01%
15,065
-710
547
$560K ﹤0.01%
10,105
-8,253
548
$555K ﹤0.01%
47,814
+2,170
549
$549K ﹤0.01%
1,090,960
+560
550
$518K ﹤0.01%
11,724
20 21
22
23 24