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
576
$296K ﹤0.01%
17,574
577
$285K ﹤0.01%
29,300
578
$277K ﹤0.01%
12,395
579
$275K ﹤0.01%
+15,491
580
$273K ﹤0.01%
17,960
581
$273K ﹤0.01%
79,700
+330
582
$270K ﹤0.01%
12,502
583
$261K ﹤0.01%
27,200
584
$257K ﹤0.01%
+15,135
585
$257K ﹤0.01%
15,617
586
$256K ﹤0.01%
17,655
587
$252K ﹤0.01%
10,832
588
$246K ﹤0.01%
11,175
589
$241K ﹤0.01%
52
-9
590
$239K ﹤0.01%
+21,065
591
$235K ﹤0.01%
+2,788
592
$233K ﹤0.01%
13,876
593
$225K ﹤0.01%
15,519
+560
594
$223K ﹤0.01%
17,680
595
$222K ﹤0.01%
10,125
-4,010
596
$221K ﹤0.01%
22,065
597
$216K ﹤0.01%
+15,160
598
$208K ﹤0.01%
15,000
599
$206K ﹤0.01%
19,000
600
$204K ﹤0.01%
6,564
-1,250
22 23
24
25 26