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
126
$20.2M 0.16%
274,878
-41,809
127
$20.2M 0.16%
913,711
-156,255
128
$20M 0.16%
435,611
-120,325
129
$20M 0.16%
817,556
-39,394
130
$19.9M 0.16%
644,618
-23,150
131
$19.8M 0.16%
3,984,186
+949,682
132
$19.8M 0.16%
84,094
-370
133
$19.7M 0.16%
877,605
-161,650
134
$19.7M 0.16%
+434,249
135
$18.9M 0.15%
263,606
+249,393
136
$18.5M 0.15%
146,218
+3,793
137
$18.3M 0.15%
181,436
-577,848
138
$18.3M 0.15%
407,225
-549,345
139
$17.6M 0.14%
283,813
-34,296
140
$16.7M 0.14%
206,535
-6,271
141
$16.5M 0.13%
64,805
-115
142
$16.1M 0.13%
+200,000
143
$15.9M 0.13%
143,179
+137
144
$15.8M 0.13%
219,493
-96,598
145
$15.8M 0.13%
+1,019,858
146
$15.5M 0.13%
322,487
+1,342
147
$15.3M 0.12%
82,165
-21,616
148
$15M 0.12%
158,486
-2,325
149
$14.9M 0.12%
600,400
-99,600
150
$14.7M 0.12%
122,645
-771
4 5
6
7 8