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
551
$512K ﹤0.01%
12,961
+96
552
$511K ﹤0.01%
+13,075
553
$497K ﹤0.01%
27,289
+9,628
554
$487K ﹤0.01%
11,323
-3,442
555
$487K ﹤0.01%
17,755
556
$483K ﹤0.01%
10,968
+660
557
$480K ﹤0.01%
11,262
-99,712
558
$477K ﹤0.01%
37,800
559
$472K ﹤0.01%
26,105
+1,385
560
$466K ﹤0.01%
20,625
+1,855
561
$461K ﹤0.01%
15,232
-1,798
562
$457K ﹤0.01%
22,670
563
$454K ﹤0.01%
51,100
+1,000
564
$454K ﹤0.01%
16,169
565
$446K ﹤0.01%
23,154
-56
566
$429K ﹤0.01%
11,705
-1,749
567
$421K ﹤0.01%
12,395
-1,000
568
$418K ﹤0.01%
14,997
-2,098
569
$416K ﹤0.01%
33,931
-6,740
570
$414K ﹤0.01%
+20,148
571
$412K ﹤0.01%
23,652
-2,400
572
$408K ﹤0.01%
37,000
573
$401K ﹤0.01%
20,151
-1,452
574
$394K ﹤0.01%
43,000
575
$389K ﹤0.01%
23,432
21 22
23
24 25