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
$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
126
$22.4M 0.14%
777,896
+201,803
127
$21.7M 0.14%
210,039
-10,406
128
$21.4M 0.13%
928,506
-46,116
129
$20.5M 0.13%
854,418
-4,278
130
$20.5M 0.13%
462,034
+25,718
131
$20M 0.13%
237,845
-23,828
132
$20M 0.13%
254,412
-13,459
133
$19.5M 0.12%
326,391
-13,716
134
$19.5M 0.12%
142,117
+46,051
135
$19.4M 0.12%
162,237
-3,931
136
$19.2M 0.12%
47,916
-2,031
137
$19.2M 0.12%
111,815
-5,978
138
$18.7M 0.12%
227,847
-12,774
139
$18.5M 0.12%
280,747
-13,303
140
$18.4M 0.12%
207,143
-7,886
141
$18.3M 0.12%
337,218
-52,305
142
$18.2M 0.11%
503,785
+1,463
143
$18M 0.11%
203,448
-10,013
144
$17.3M 0.11%
733,125
+26,318
145
$17.1M 0.11%
709,120
-21,765
146
$17.1M 0.11%
131,566
-4,954
147
$16.6M 0.1%
193,541
-5,329
148
$16.5M 0.1%
168,716
-8,385
149
$16.1M 0.1%
96,190
-2,194
150
$16M 0.1%
346,426
-38,090
4 5
6
7 8