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
101
$31.6M 0.25%
+1,343,613
102
$31.6M 0.25%
321,491
-1,556
103
$31.5M 0.25%
1,733,509
104
$30.8M 0.24%
1,208,433
-17,040
105
$30.5M 0.24%
277,792
+260
106
$29.1M 0.23%
695,332
-13,859
107
$28M 0.22%
999,664
-264,032
108
$27.6M 0.22%
1,009,240
-11,255
109
$27.3M 0.21%
609,250
+4,970
110
$26.8M 0.21%
676,808
-74,476
111
$25.4M 0.2%
714,837
+114,837
112
$25.1M 0.2%
127,413
+3,878
113
$23.7M 0.19%
289,971
-193,400
114
$23.1M 0.18%
555,712
-10,951
115
$22.7M 0.18%
268,412
+134
116
$22.5M 0.18%
541,977
-17,395
117
$22.5M 0.18%
389,893
-3,402
118
$21.9M 0.17%
114,036
+9,188
119
$21.8M 0.17%
860,607
+110,607
120
$21.3M 0.17%
341,021
-9,222
121
$21.3M 0.17%
+1,162,485
122
$21.2M 0.17%
609,212
-35,406
123
$21.2M 0.17%
286,191
-10,644
124
$21.1M 0.17%
1,311,601
+291,743
125
$20.9M 0.16%
890,640
+577,864
3 4
5
6 7