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
551
$414K ﹤0.01%
17,606
552
$409K ﹤0.01%
11,816
+529
553
$407K ﹤0.01%
+32,780
554
$406K ﹤0.01%
37,000
555
$403K ﹤0.01%
22,000
-125
556
$403K ﹤0.01%
19,852
557
$399K ﹤0.01%
17,755
558
$379K ﹤0.01%
17,799
-2,926
559
$371K ﹤0.01%
24,504
560
$367K ﹤0.01%
21,500
+1,520
561
$358K ﹤0.01%
16,169
562
$358K ﹤0.01%
14,955
563
$355K ﹤0.01%
10,600
564
$352K ﹤0.01%
+24,650
565
$350K ﹤0.01%
+11,460
566
$350K ﹤0.01%
20,000
567
$335K ﹤0.01%
11,575
568
$332K ﹤0.01%
16,086
569
$316K ﹤0.01%
+10,399
570
$307K ﹤0.01%
38,100
571
$306K ﹤0.01%
12,587
+1,545
572
$305K ﹤0.01%
2,105
-206
573
$304K ﹤0.01%
16,000
574
$304K ﹤0.01%
32,410
575
$298K ﹤0.01%
12,600
+2,490
21 22
23
24 25