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
151
$14.6M 0.12%
377,368
-23,566
152
$14.3M 0.12%
362,061
+2,153
153
$14.3M 0.12%
72,361
+7,428
154
$14.2M 0.12%
114,823
+30,260
155
$13.7M 0.11%
200,579
-4,157
156
$13.2M 0.11%
59,091
-59
157
$13.1M 0.11%
56,839
-578
158
$13.1M 0.11%
289,342
-10,353
159
$13M 0.11%
109,241
-4,492
160
$12.9M 0.1%
92,793
+345
161
$12.8M 0.1%
244,344
+3,815
162
$12.6M 0.1%
113,912
-1,130
163
$12.4M 0.1%
1,722,200
-18,770
164
$12.4M 0.1%
212,479
-2,306
165
$12.3M 0.1%
185,590
-1,353
166
$12.3M 0.1%
284,161
-21,297
167
$12.2M 0.1%
223,679
-13,699
168
$12.1M 0.1%
102,556
169
$12M 0.1%
187,347
-4,025
170
$12M 0.1%
82,210
-827
171
$11.9M 0.1%
244,846
-54,174
172
$11.7M 0.09%
308,920
+3,995
173
$11.4M 0.09%
148,763
-2,438
174
$11.2M 0.09%
104,166
+1,681
175
$11.1M 0.09%
108,941
-1,075
5 6
7
8 9