CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$72.2M
2
+$68.9M
3
+$46.1M
4
ET icon
Energy Transfer Partners
ET
+$37.3M
5
TRGP icon
Targa Resources
TRGP
+$36.3M

Top Sells

1
+$45.3M
2
+$39.1M
3
+$32M
4
BA icon
Boeing
BA
+$30.3M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$101M 0.63%
1,684,028
+34,379
52
$100M 0.63%
566,902
-171,440
53
$99.8M 0.63%
1,740,744
+9,888
54
$96.8M 0.61%
1,215,284
-15,755
55
$95.2M 0.6%
976,069
+314,512
56
$95.2M 0.6%
1,461,076
+1,107,729
57
$92.3M 0.58%
464,308
-6,690
58
$91.6M 0.58%
1,056,837
+3,765
59
$89.7M 0.56%
963,399
-2,576
60
$88.1M 0.55%
2,447,710
+178,289
61
$87.6M 0.55%
1,256,271
+4,845
62
$87.5M 0.55%
1,195,461
-437,481
63
$86.7M 0.54%
564,376
+1,563
64
$84.4M 0.53%
741,572
+36,542
65
$82.3M 0.52%
2,564,700
+8,412
66
$80.5M 0.51%
1,596,545
+612,304
67
$74.8M 0.47%
650,536
-128,074
68
$73.4M 0.46%
928,173
-572,458
69
$71.5M 0.45%
1,809,090
-59,672
70
$70.4M 0.44%
480,744
+3,422
71
$69.6M 0.44%
807,247
-1,209
72
$69.4M 0.44%
403,310
+1,184
73
$68.8M 0.43%
3,757,172
+192,699
74
$65.7M 0.41%
1,270,222
+965
75
$65.7M 0.41%
800,634
+15,664
1 2
3
4 5