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
601
– –
-435,656
602
– –
-12,462
603
– –
-11,148
604
– –
-44,431
605
– –
-15,500
606
– –
-20,930
607
– –
-81,678
608
– –
-115,950
609
– –
-19,433
610
– –
-109,029
611
– –
-10,372
612
– –
-11,360
613
– –
-10,000
614
– –
-95,346
615
– –
-13,892
616
– –
-150,000
617
– –
-29,531
618
– –
-31,605
619
– –
-601,714
620
– –
-18,992
621
– –
-14,257
622
– –
-14,243
623
– –
-65
624
– –
-821,236
625
– –
-369,916
21 22 23 24
25