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
176
$13M 0.09%
+700,000
177
$13M 0.09%
198,960
+682
178
$13M 0.09%
696,950
+52,200
179
$12.9M 0.09%
336,524
+3,989
180
$12.7M 0.09%
577,944
-1,305,356
181
$12.6M 0.09%
93,155
-2,964
182
$12.3M 0.09%
98,599
+7,173
183
$11.8M 0.09%
668,300
-131,700
184
$11.8M 0.09%
298,089
+1,521
185
$11.6M 0.08%
227,310
-5,294
186
$11.4M 0.08%
311,823
+3,242
187
$11.4M 0.08%
57,143
-3,506
188
$11.4M 0.08%
169,638
+1,697
189
$11.1M 0.08%
170,809
-1,593
190
$11.1M 0.08%
64,625
+18,480
191
$11M 0.08%
269,860
+3,295
192
$10.9M 0.08%
500,000
+150,000
193
$10.7M 0.08%
278,460
+140,305
194
$10.6M 0.08%
331,914
-491,971
195
$10.6M 0.08%
587,510
-2,555
196
$10.5M 0.08%
152,421
-262
197
$10.5M 0.08%
54,838
+516
198
$10.4M 0.08%
716,700
+7,400
199
$10.4M 0.08%
75,146
+413
200
$10.3M 0.08%
126,785
-29
6 7
8
9 10