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
76
$65.3M 0.41%
1,198,756
-334,074
77
$63.9M 0.4%
269,428
-23,774
78
$62.9M 0.4%
337,876
+169,469
79
$60.5M 0.38%
1,936,132
+590,954
80
$60M 0.38%
404,454
+39,910
81
$57.4M 0.36%
829,875
+179,727
82
$56.5M 0.35%
1,045,929
+125,933
83
$54.1M 0.34%
1,675,433
-219,449
84
$53.7M 0.34%
409,005
+22,384
85
$52.4M 0.33%
1,581,678
+400,139
86
$51.6M 0.32%
431,144
+385,133
87
$50.9M 0.32%
2,082,864
+488,137
88
$49.6M 0.31%
1,060,868
+69,408
89
$49.6M 0.31%
2,195,432
+995,432
90
$47.3M 0.3%
1,514,442
+110,808
91
$46.4M 0.29%
1,430,307
-16,422
92
$45.4M 0.29%
1,533,696
-1,322,391
93
$45.1M 0.28%
274,793
-5
94
$44.6M 0.28%
189,351
-45,009
95
$43.1M 0.27%
401,601
-19,769
96
$42M 0.26%
1,418,645
+7,711
97
$40.9M 0.26%
1,194,965
+35,020
98
$40.9M 0.26%
768,028
-5,033
99
$40.6M 0.25%
3,570,400
100
$38.8M 0.24%
431,277
-871
2 3
4
5 6