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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
$13.7B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$103M
3
+$69.1M
4
PAA icon
Plains All American Pipeline
PAA
+$42.9M
5
TGE
Tallgrass Energy, LP Class A Shares
TGE
+$35.5M

Top Sells

1
+$70M
2
+$52.2M
3
+$34.7M
4
CWEN icon
Clearway Energy Class C
CWEN
+$32.8M
5
TDC icon
Teradata
TDC
+$27.3M

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
601
$241K ﹤0.01%
+11,145
602
$225K ﹤0.01%
10,700
603
$224K ﹤0.01%
13,876
604
$223K ﹤0.01%
10,000
605
$223K ﹤0.01%
10,972
-444
606
$212K ﹤0.01%
11,180
-199
607
$208K ﹤0.01%
+11,550
608
$206K ﹤0.01%
+12,867
609
– –
-17,361
610
– –
-72,465
611
– –
-4,897
612
– –
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613
– –
-6,451
614
– –
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615
– –
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616
– –
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617
– –
-18,601
618
– –
-12,715
619
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621
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623
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– –
-19,199
23 24
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