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
176
$11.1M 0.09%
416,466
+11,784
177
$11.1M 0.09%
131,640
+10,574
178
$11M 0.09%
95,644
-4,533
179
$11M 0.09%
64,836
-23,423
180
$10.9M 0.09%
150,287
-1,831
181
$10.6M 0.09%
315,477
-2,951
182
$10.6M 0.09%
171,721
-885
183
$10.5M 0.09%
504,650
+11,100
184
$10.3M 0.08%
175,822
+1,813
185
$10.3M 0.08%
851,728
-16,224
186
$10.3M 0.08%
85,603
+114
187
$10.1M 0.08%
215,957
-2,438
188
$9.9M 0.08%
90,505
+7,935
189
$9.88M 0.08%
47,011
+5,288
190
$9.84M 0.08%
831,396
-10,128
191
$9.57M 0.08%
+300,000
192
$9.55M 0.08%
106,085
+5,918
193
$9.45M 0.08%
90,566
-528
194
$9.31M 0.08%
186,363
-1,971
195
$9.18M 0.07%
357,646
+78,631
196
$9.13M 0.07%
+450,000
197
$9M 0.07%
106,642
+436
198
$8.96M 0.07%
62,018
-621
199
$8.93M 0.07%
296,469
-3,059
200
$8.88M 0.07%
154,781
-6,605
6 7
8
9 10