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
$13.7B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$96.6M
3
+$61.5M
4
PAA icon
Plains All American Pipeline
PAA
+$39M
5
TGE
Tallgrass Energy, LP Class A Shares
TGE
+$35.9M

Top Sells

1
+$66.3M
2
+$58.2M
3
+$31.7M
4
CWEN icon
Clearway Energy Class C
CWEN
+$28.6M
5
AM
ANTERO MIDSTREAM PARTNERS LP
AM
+$28.3M

Sector Composition

1 Energy 28.02%
2 Technology 14.08%
3 Healthcare 11.86%
4 Financials 10.66%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15.4M 0.11%
123,508
+1,307
152
$15.2M 0.11%
107,295
+1,176
153
$15.2M 0.11%
487,797
+182,831
154
$15M 0.11%
261,878
+2,854
155
$14.9M 0.11%
223,540
-150,815
156
$14.9M 0.11%
72,084
-1,633
157
$14.9M 0.11%
200,428
+3,847
158
$14.7M 0.11%
+759,420
159
$14.7M 0.11%
130,076
-3,906
160
$14.6M 0.11%
265,811
+2,705
161
$14.5M 0.11%
323,175
+10,335
162
$14.3M 0.1%
201,466
+2,393
163
$13.9M 0.1%
204,862
+6,254
164
$13.9M 0.1%
54,684
+411
165
$13.8M 0.1%
349,113
-18,852
166
$13.8M 0.1%
72,132
+564
167
$13.7M 0.1%
109,627
-2,999
168
$13.6M 0.1%
123,094
-1,201
169
$13.6M 0.1%
+400,000
170
$13.5M 0.1%
235,510
+85,404
171
$13.4M 0.1%
500,247
+5,887
172
$13.4M 0.1%
147,547
+1,159
173
$13.4M 0.1%
116,191
+1,251
174
$13.3M 0.1%
273,921
+3,103
175
$13.3M 0.1%
121,343
-291
5 6
7
8 9