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
151
$14.2M 0.11%
114,873
+50
152
$14M 0.11%
181,480
+31,193
153
$13.8M 0.11%
158,155
-331
154
$13.7M 0.11%
335,770
-26,291
155
$13.6M 0.11%
93,224
+431
156
$13.2M 0.1%
206,163
+5,584
157
$13.1M 0.1%
181,222
-38,271
158
$13.1M 0.1%
187,102
-245
159
$13M 0.1%
137,393
-44,043
160
$12.7M 0.1%
830,952
-444
161
$12.7M 0.1%
185,459
-131
162
$12.6M 0.1%
+450,000
163
$12.6M 0.1%
104,218
+52
164
$12.6M 0.1%
250,489
+6,145
165
$12.6M 0.1%
224,114
+435
166
$12.6M 0.1%
113,879
-33
167
$12.6M 0.1%
100,166
+4,522
168
$12.6M 0.1%
216,230
+273
169
$12.2M 0.1%
238,860
-5,986
170
$12.1M 0.1%
245,362
+51,610
171
$12.1M 0.1%
309,900
+980
172
$12.1M 0.1%
108,888
-53
173
$12M 0.09%
82,326
+116
174
$12M 0.09%
547,700
+43,050
175
$11.6M 0.09%
212,083
-396
5 6
7
8 9