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
51
$75.3M 0.61%
1,103,769
+11,124
52
$74.9M 0.61%
735,597
+17,091
53
$74.3M 0.6%
899,562
+7,084
54
$72.2M 0.59%
1,450,251
+6,763
55
$70.2M 0.57%
703,270
+7,204
56
$69.8M 0.57%
2,221,018
+270,583
57
$68.2M 0.55%
2,084,067
+335,211
58
$68.2M 0.55%
1,216,112
+155,183
59
$67.1M 0.54%
1,680,094
+16,436
60
$66.7M 0.54%
1,538,526
-11,996
61
$65.9M 0.53%
1,110,212
+4,693
62
$65.6M 0.53%
4,266,195
+27,199
63
$64.6M 0.52%
1,115,280
-13,848
64
$61.2M 0.5%
899,591
-22,269
65
$60.7M 0.49%
1,288,495
+21,739
66
$60.1M 0.49%
1,048,309
+5,160
67
$60M 0.49%
187,611
+1,645
68
$59M 0.48%
354,678
-20,017
69
$58M 0.47%
1,601,300
-378,074
70
$57.4M 0.47%
724,365
-35,883
71
$55.4M 0.45%
1,132,959
+23,707
72
$55M 0.45%
820,650
+4,095
73
$54.4M 0.44%
933,979
+5,216
74
$52.9M 0.43%
404,839
-3,260
75
$51.9M 0.42%
1,042,878
+1,113
1 2
3
4 5