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
51
$77.5M 0.61%
2,224,370
+140,303
52
$76.6M 0.6%
814,524
+14,320
53
$76.6M 0.6%
386,458
+2,320
54
$76.4M 0.6%
704,529
+1,259
55
$75M 0.59%
799,004
-10,656
56
$73.3M 0.58%
897,665
-1,897
57
$73.2M 0.58%
1,122,833
+19,064
58
$72.8M 0.57%
719,530
-16,067
59
$72.8M 0.57%
4,513,120
+1,488,220
60
$72.6M 0.57%
2,385,404
+164,386
61
$72M 0.57%
1,368,183
+152,071
62
$68.9M 0.54%
1,108,616
-1,596
63
$64.5M 0.51%
733,585
+275,387
64
$63.9M 0.5%
1,045,526
-2,783
65
$63.7M 0.5%
925,202
+327,288
66
$63.6M 0.5%
714,850
-339,194
67
$63.4M 0.5%
1,685,797
+5,703
68
$61.4M 0.48%
187,146
-465
69
$59M 0.46%
1,038,120
-4,758
70
$58.8M 0.46%
1,080,455
-272,695
71
$58.3M 0.46%
354,271
-407
72
$57M 0.45%
822,886
+2,236
73
$56.4M 0.44%
1,244,301
+498,122
74
$54.6M 0.43%
730,559
+6,194
75
$54.3M 0.43%
+933,559
1 2
3
4 5