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
76
$52.9M 0.42%
939,289
+4,873
77
$51.3M 0.4%
783,228
-116,363
78
$50.9M 0.4%
360,747
-463
79
$47M 0.37%
942,245
+8,266
80
$46.9M 0.37%
344,160
-11,586
81
$46.7M 0.37%
391,074
-13,765
82
$45.6M 0.36%
1,925,163
-23,690
83
$45.2M 0.36%
1,238,807
-63,725
84
$44.6M 0.35%
2,387,264
+78,614
85
$44.3M 0.35%
834,248
-72,345
86
$43.3M 0.34%
823,300
-26,048
87
$43.2M 0.34%
969,961
-480,290
88
$41.9M 0.33%
298,059
-3,682
89
$41.8M 0.33%
498,923
+6,367
90
$41.6M 0.33%
797,066
-57,162
91
$40.7M 0.32%
399,831
-9,118
92
$39.7M 0.31%
686,192
+2,643
93
$37.8M 0.3%
437,244
+5,307
94
$35.9M 0.28%
840,401
-69,361
95
$35.1M 0.28%
391,872
-76,892
96
$34.9M 0.27%
192,356
-20,436
97
$34.6M 0.27%
757,577
+323,328
98
$34.2M 0.27%
551,355
+38,834
99
$33.7M 0.27%
1,434,264
+1,184,264
100
$33.1M 0.26%
771,460
+1,411
2 3
4
5 6