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
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