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
201
$8.81M 0.07%
+336,240
202
$8.61M 0.07%
260,438
-514
203
$8.61M 0.07%
67,373
-728
204
$8.55M 0.07%
74,118
-7,435
205
$8.45M 0.07%
247,786
+69,116
206
$8.35M 0.07%
292,510
-1,937
207
$8.28M 0.07%
81,779
-100
208
$8.26M 0.07%
236,040
-2,862
209
$8.24M 0.07%
106,429
-3,451
210
$8.23M 0.07%
69,503
-508
211
$8.2M 0.07%
225,932
-284
212
$8.19M 0.07%
1,553,859
213
$8.11M 0.07%
185,452
-1,568
214
$8.09M 0.07%
159,447
-1,706
215
$8.07M 0.07%
111,078
+5,883
216
$8.01M 0.07%
312,776
+141,308
217
$7.99M 0.06%
133,850
-1,363
218
$7.93M 0.06%
75,514
-837
219
$7.75M 0.06%
120,558
-1,624
220
$7.68M 0.06%
83,371
-837
221
$7.47M 0.06%
193,752
-806
222
$7.46M 0.06%
208,780
-28,395
223
$7.42M 0.06%
97,650
-54,873
224
$7.37M 0.06%
212,057
-2,470
225
$7.3M 0.06%
165,244
+13,342
7 8
9
10 11