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
126
$20.6M 0.16%
1,545,743
-7,104
127
$20.1M 0.16%
145,140
-1,078
128
$19.7M 0.15%
38,620
-513
129
$19.6M 0.15%
831,958
+14,402
130
$19.3M 0.15%
878,911
+1,306
131
$18.9M 0.15%
423,563
-12,048
132
$18.6M 0.15%
818,569
-95,142
133
$18.3M 0.14%
282,713
-1,100
134
$17.4M 0.14%
245,658
-29,220
135
$16.8M 0.13%
376,278
-1,090
136
$16.8M 0.13%
381,363
-25,862
137
$16.7M 0.13%
205,735
-800
138
$16.7M 0.13%
66,304
+1,499
139
$16.3M 0.13%
308,796
-13,691
140
$15.9M 0.13%
138,858
-4,321
141
$15.9M 0.12%
643,760
+307,520
142
$15.4M 0.12%
259,758
-792,560
143
$15.3M 0.12%
693,132
+393,132
144
$15.2M 0.12%
122,893
+248
145
$15.1M 0.12%
63,679
-19,088
146
$14.9M 0.12%
1,713,970
-8,230
147
$14.9M 0.12%
215,160
-48,446
148
$14.8M 0.12%
296,432
-414,367
149
$14.6M 0.11%
73,598
+1,237
150
$14.2M 0.11%
3,984,186
4 5
6
7 8