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
551
$365K ﹤0.01%
11,287
+89
552
$362K ﹤0.01%
11,575
553
$357K ﹤0.01%
61
554
$350K ﹤0.01%
+15,700
555
$346K ﹤0.01%
+3,943
556
$343K ﹤0.01%
+17,574
557
$340K ﹤0.01%
+10,863
558
$336K ﹤0.01%
14,135
-1,420
559
$334K ﹤0.01%
9,778
-1,464
560
$330K ﹤0.01%
10,725
561
$327K ﹤0.01%
+9,433
562
$317K ﹤0.01%
+11,042
563
$316K ﹤0.01%
38,100
564
$309K ﹤0.01%
16,000
565
$306K ﹤0.01%
10,810
+460
566
$299K ﹤0.01%
11,175
-1,200
567
$295K ﹤0.01%
79,370
+23,091
568
$288K ﹤0.01%
+12,395
569
$286K ﹤0.01%
29,300
570
$282K ﹤0.01%
12,502
-186
571
$271K ﹤0.01%
10,832
572
$269K ﹤0.01%
17,960
573
$269K ﹤0.01%
27,200
574
$265K ﹤0.01%
15,617
-138
575
$262K ﹤0.01%
17,655
21 22
23
24 25