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
176
$11.5M 0.09%
99,223
-3,333
177
$11.4M 0.09%
181,730
-933,550
178
$11.2M 0.09%
102,855
-6,386
179
$11.2M 0.09%
422,552
+6,086
180
$11.2M 0.09%
56,915
+76
181
$11.2M 0.09%
287,203
-2,139
182
$10.9M 0.09%
113,907
+23,341
183
$10.8M 0.09%
186,404
+41
184
$10.8M 0.08%
258,088
-26,073
185
$10.6M 0.08%
850,376
-1,352
186
$10.5M 0.08%
100,788
+37,066
187
$10.4M 0.08%
133,961
+2,321
188
$10.3M 0.08%
94,013
+3,508
189
$10.2M 0.08%
57,520
-7,316
190
$10.2M 0.08%
274,002
+48,070
191
$10.2M 0.08%
47,895
+884
192
$10.1M 0.08%
153,868
-913
193
$9.87M 0.08%
147,783
-980
194
$9.85M 0.08%
260,730
+292
195
$9.82M 0.08%
82,916
-2,687
196
$9.74M 0.08%
315,312
-165
197
$9.73M 0.08%
129,704
-153,892
198
$9.47M 0.07%
240,462
+138,272
199
$9.43M 0.07%
100,734
-5,351
200
$9.29M 0.07%
+400,000
6 7
8
9 10