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
101
$32.7M 0.27%
512,521
+438,466
102
$30.7M 0.25%
1,225,473
+7,200
103
$30.6M 0.25%
277,532
-2,194
104
$30.5M 0.25%
751,284
-6,380
105
$30.2M 0.24%
1,733,509
106
$29.6M 0.24%
604,280
+2,130
107
$29.2M 0.24%
1,020,495
-18,935
108
$29M 0.23%
746,179
-8,972
109
$28.5M 0.23%
709,191
-22,316
110
$28.1M 0.23%
770,049
+7,906
111
$25.2M 0.2%
1,552,847
-503,302
112
$25M 0.2%
688,316
-68,714
113
$24.2M 0.2%
559,372
-31,255
114
$24.2M 0.2%
123,535
-4,863
115
$23.5M 0.19%
268,278
-1,226
116
$23.2M 0.19%
350,243
-6,015
117
$23.2M 0.19%
566,663
-4,255
118
$22.7M 0.18%
+600,000
119
$22.2M 0.18%
393,295
+8,960
120
$21.8M 0.18%
296,835
-2,205
121
$21.7M 0.18%
283,596
+168,024
122
$21M 0.17%
39,133
-460
123
$20.9M 0.17%
82,767
-1,192
124
$20.7M 0.17%
+104,848
125
$20.6M 0.17%
+750,000
3 4
5
6 7