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
76
$51.4M 0.42%
361,210
+3,056
77
$51.1M 0.42%
934,416
+8,864
78
$51M 0.41%
620,164
-287,945
79
$50.2M 0.41%
1,948,853
-22,940
80
$49.7M 0.4%
355,746
-25,050
81
$49.1M 0.4%
3,024,900
+2,795,340
82
$48.2M 0.39%
408,949
-11,000
83
$47.9M 0.39%
854,228
+1,486
84
$47.5M 0.39%
906,593
-6,522
85
$45.3M 0.37%
468,764
-136,728
86
$44.9M 0.36%
849,348
-334,230
87
$44.8M 0.36%
1,302,532
-460,217
88
$42.7M 0.35%
2,308,650
-79,580
89
$42.6M 0.35%
+597,914
90
$42.2M 0.34%
683,549
-6,079
91
$41.2M 0.33%
483,371
-133,882
92
$40.7M 0.33%
+458,198
93
$38.7M 0.31%
492,556
-12,080
94
$38.5M 0.31%
909,762
-53,463
95
$36.9M 0.3%
212,792
-7,496
96
$36.7M 0.3%
431,937
-233,395
97
$36.4M 0.3%
710,799
-194,450
98
$35.7M 0.29%
301,741
-28,633
99
$35.6M 0.29%
1,263,696
-274,438
100
$33.2M 0.27%
323,047
-32,081
2 3
4
5 6