CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$44.2M
2
+$41.6M
3
+$38.5M
4
BPL
Buckeye Partners, L.P.
BPL
+$34.7M
5
WMB icon
Williams Companies
WMB
+$30M

Top Sells

1
+$83M
2
+$58.3M
3
+$53.7M
4
PAA icon
Plains All American Pipeline
PAA
+$41.9M
5
PCG icon
PG&E
PCG
+$41M

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
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