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
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$72.2M
2
+$68.9M
3
+$46.1M
4
ET icon
Energy Transfer Partners
ET
+$37.3M
5
TRGP icon
Targa Resources
TRGP
+$36.3M

Top Sells

1
+$45.3M
2
+$39.1M
3
+$32M
4
BA icon
Boeing
BA
+$30.3M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$332K ﹤0.01%
14,545
552
$330K ﹤0.01%
+10,039
553
$329K ﹤0.01%
10,000
-218
554
$325K ﹤0.01%
12,365
-1,835
555
$324K ﹤0.01%
25,010
556
$323K ﹤0.01%
+14,024
557
$320K ﹤0.01%
43,000
558
$312K ﹤0.01%
+11,529
559
$310K ﹤0.01%
+26,400
560
$306K ﹤0.01%
23,350
+2,850
561
$301K ﹤0.01%
+16,755
562
$294K ﹤0.01%
74,375
563
$285K ﹤0.01%
+12,591
564
$284K ﹤0.01%
10,278
+200
565
$280K ﹤0.01%
29,300
-511
566
$264K ﹤0.01%
20,024
567
$254K ﹤0.01%
+15,049
568
$252K ﹤0.01%
17,655
569
$237K ﹤0.01%
11,631
-417
570
$226K ﹤0.01%
+18,800
571
$224K ﹤0.01%
15,200
572
$219K ﹤0.01%
10,000
573
$216K ﹤0.01%
+10,000
574
$204K ﹤0.01%
13,592
-1,244
575
$203K ﹤0.01%
+40,500
21 22
23
24 25