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
76
$53.3M 0.39%
497,838
-212,327
77
$52.2M 0.38%
725,627
-13,440
78
$49.5M 0.36%
1,117,443
+7,180
79
$47.7M 0.35%
3,287,826
+408,522
80
$47M 0.34%
1,769,292
-2,842
81
$46.3M 0.34%
905,460
+321,949
82
$46.2M 0.34%
960,031
-13,135
83
$46.1M 0.34%
300,043
+3,196
84
$45.4M 0.33%
1,126,774
+781,363
85
$45.3M 0.33%
859,658
-38,486
86
$44M 0.32%
962,240
-8,449
87
$43.5M 0.32%
1,403,634
-140,000
88
$40.5M 0.3%
420,234
-527
89
$38.2M 0.28%
625,127
+1,718
90
$36.9M 0.27%
841,835
-208,937
91
$35.9M 0.26%
309,634
+6,007
92
$35.9M 0.26%
+1,115,613
93
$35.3M 0.26%
451,734
-14,580
94
$35.2M 0.26%
2,008,831
+345,420
95
$32.5M 0.24%
335,207
+3,807
96
$31.7M 0.23%
996,809
-13,826
97
$31.6M 0.23%
2,824,965
+2,342,214
98
$30.8M 0.22%
784,528
-3,294
99
$29.8M 0.22%
1,182,438
+86,196
100
$29.8M 0.22%
699,228
-1,660
2 3
4
5 6