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
151
$15.8M 0.1%
154,049
-8,500
152
$15.7M 0.1%
76,201
-3,567
153
$15.7M 0.1%
208,108
-10,236
154
$15.5M 0.1%
259,239
-10,387
155
$15.4M 0.1%
892,496
-34,304
156
$15.4M 0.1%
190,335
+33,537
157
$15.2M 0.1%
251,020
+74,695
158
$15.1M 0.09%
55,260
-482
159
$15.1M 0.09%
228,256
-1,888
160
$15M 0.09%
136,441
-362
161
$15M 0.09%
124,743
-2,914
162
$14.8M 0.09%
308,550
-275,863
163
$14.8M 0.09%
156,774
-6,127
164
$14.8M 0.09%
684,926
-48,119
165
$14.7M 0.09%
177,313
+12,499
166
$14.7M 0.09%
279,119
+49,349
167
$14.1M 0.09%
414,600
-18,387
168
$14.1M 0.09%
87,855
-2,786
169
$14M 0.09%
314,338
-14,173
170
$13.9M 0.09%
112,019
-5,337
171
$13.9M 0.09%
443,568
-15,860
172
$13.9M 0.09%
772,560
-28,830
173
$13.7M 0.09%
103,712
-4,277
174
$13.7M 0.09%
332,390
-13,410
175
$13.7M 0.09%
920,095
+607,799
5 6
7
8 9