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
576
$262K ﹤0.01%
+1,826
577
$261K ﹤0.01%
13,876
578
$260K ﹤0.01%
919
+96
579
$257K ﹤0.01%
+7,814
580
$251K ﹤0.01%
+13,500
581
$248K ﹤0.01%
19,000
582
$247K ﹤0.01%
10,110
+186
583
$242K ﹤0.01%
+5,019
584
$241K ﹤0.01%
14,959
-13,422
585
$235K ﹤0.01%
+1,398
586
$233K ﹤0.01%
22,065
-2,525
587
$226K ﹤0.01%
12,000
588
$216K ﹤0.01%
+30,060
589
$214K ﹤0.01%
17,680
590
$210K ﹤0.01%
15,000
591
$210K ﹤0.01%
12,145
-3,736
592
$208K ﹤0.01%
3,783
-450
593
$204K ﹤0.01%
+4,452
594
$204K ﹤0.01%
16,216
595
$201K ﹤0.01%
+15,796
596
– –
-10,230
597
– –
-13,003
598
– –
-73,970
599
– –
-11,232
600
– –
-12,260
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