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
576
$384K ﹤0.01%
14,937
+1,425
577
$378K ﹤0.01%
12,270
-1,660
578
$372K ﹤0.01%
14,501
579
$370K ﹤0.01%
24,504
580
$359K ﹤0.01%
19,067
-280
581
$346K ﹤0.01%
11,575
582
$342K ﹤0.01%
+14,195
583
$333K ﹤0.01%
+13,810
584
$320K ﹤0.01%
+23,410
585
$318K ﹤0.01%
15,935
-2,900
586
$316K ﹤0.01%
21,065
587
$311K ﹤0.01%
14,800
588
$310K ﹤0.01%
1,853
+315
589
$308K ﹤0.01%
16,410
+1,250
590
$301K ﹤0.01%
12,000
591
$296K ﹤0.01%
+10,251
592
$296K ﹤0.01%
16,110
+2,140
593
$295K ﹤0.01%
10,020
594
$294K ﹤0.01%
10,169
595
$288K ﹤0.01%
15,000
596
$285K ﹤0.01%
29,300
597
$282K ﹤0.01%
8,861
+991
598
$259K ﹤0.01%
17,960
599
$256K ﹤0.01%
17,655
600
$251K ﹤0.01%
11,080
22 23
24
25 26