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
101
$38.4M 0.24%
295,431
+263,331
102
$37.8M 0.24%
1,171,349
-366,554
103
$37.4M 0.24%
628,805
-25,995
104
$37.2M 0.23%
1,460,439
-199,187
105
$35.5M 0.22%
285,484
+20,820
106
$35.5M 0.22%
292,521
-19,133
107
$34.8M 0.22%
575,317
-99,032
108
$34.5M 0.22%
1,313,999
-115,502
109
$34M 0.21%
653,273
-68,604
110
$30.7M 0.19%
286,190
-29,384
111
$30.3M 0.19%
1,202,620
-527,280
112
$29.7M 0.19%
1,063,910
+13,089
113
$29.6M 0.19%
82,161
-2,050
114
$29.6M 0.19%
530,281
+230,715
115
$29M 0.18%
683,373
-24,565
116
$29M 0.18%
173,874
+3,374
117
$28.7M 0.18%
883,084
-30,384
118
$27.8M 0.17%
245,436
+8,618
119
$27.7M 0.17%
246,024
-10,057
120
$27.7M 0.17%
749,698
-28,480
121
$27.4M 0.17%
206,909
-8,628
122
$27M 0.17%
37,346
-1,728
123
$24.7M 0.16%
148,247
-1,490
124
$23.3M 0.15%
362,663
-17,026
125
$22.8M 0.14%
292,029
+1,037
3 4
5
6 7