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

Top Buys

1
+$114M
2
+$96.6M
3
+$61.5M
4
PAA icon
Plains All American Pipeline
PAA
+$39M
5
TGE
Tallgrass Energy, LP Class A Shares
TGE
+$35.9M

Top Sells

1
+$66.3M
2
+$58.2M
3
+$31.7M
4
CWEN icon
Clearway Energy Class C
CWEN
+$28.6M
5
AM
ANTERO MIDSTREAM PARTNERS LP
AM
+$28.3M

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
51
$96.9M 0.7%
1,435,537
+37,019
52
$96.5M 0.7%
2,916,876
+742
53
$96M 0.7%
1,737,065
+42,734
54
$95.9M 0.7%
411,510
+6,971
55
$90M 0.66%
648,767
+5,447
56
$86.2M 0.63%
1,104,155
+12,202
57
$84.4M 0.61%
1,085,338
+11,416
58
$83.1M 0.61%
728,342
+2,485
59
$78.7M 0.57%
1,012,341
+370,881
60
$75M 0.55%
1,141,743
+15,344
61
$74.9M 0.55%
1,144,892
+4,722
62
$68.1M 0.5%
980,226
+7,221
63
$68M 0.49%
3,094,432
+347,940
64
$67.4M 0.49%
810,026
-41,658
65
$66.1M 0.48%
191,059
+956
66
$65.7M 0.48%
1,049,699
+320,171
67
$62.4M 0.45%
360,775
+1,980
68
$61.9M 0.45%
2,104,811
-39,610
69
$61.8M 0.45%
2,703,021
70
$61.4M 0.45%
994,084
+25,695
71
$60.2M 0.44%
2,102,038
-986,587
72
$59.1M 0.43%
1,057,603
-6,243
73
$57.1M 0.42%
829,951
+33,097
74
$54.7M 0.4%
573,437
+16,494
75
$53.7M 0.39%
848,001
+116,952
1 2
3
4 5