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
101
$29.5M 0.21%
59,467
+46,381
102
$28.9M 0.21%
330,097
+276,984
103
$28M 0.2%
136,153
+3,959
104
$27.8M 0.2%
1,600,700
-537,750
105
$27.7M 0.2%
564,391
-13,649
106
$27.6M 0.2%
919,355
-20,510
107
$27.5M 0.2%
319,245
-7,240
108
$26.9M 0.2%
40,331
+302
109
$26.4M 0.19%
694,795
+444,795
110
$26.1M 0.19%
1,105,023
-12,909
111
$25.5M 0.19%
164,059
-15,327
112
$25.1M 0.18%
+876,731
113
$24.6M 0.18%
263,621
-1,006
114
$24.4M 0.18%
1,839,170
+31,680
115
$24.3M 0.18%
362,371
-21,389
116
$24.3M 0.18%
612,677
-73,684
117
$24.2M 0.18%
289,850
+2,032
118
$23.6M 0.17%
256,584
+1,935
119
$23.1M 0.17%
356,478
+199,370
120
$21.5M 0.16%
471,866
-429,751
121
$21.5M 0.16%
992,400
+56,078
122
$21.1M 0.15%
553,638
-301,224
123
$20.6M 0.15%
439,528
+10,472
124
$20.5M 0.15%
192,377
+2,922
125
$20.1M 0.15%
147,499
-1,452
3 4
5
6 7