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
201
$8.88M 0.07%
171,587
-4,235
202
$8.87M 0.07%
68,060
+687
203
$8.87M 0.07%
159,345
-102
204
$8.8M 0.07%
+400,000
205
$8.72M 0.07%
247,868
+82
206
$8.69M 0.07%
357,646
207
$8.65M 0.07%
225,655
-462,661
208
$8.58M 0.07%
292,427
-83
209
$8.57M 0.07%
+188,344
210
$8.55M 0.07%
296,153
-316
211
$8.53M 0.07%
478,500
+200,000
212
$8.5M 0.07%
171,375
-346
213
$8.32M 0.07%
75,442
-72
214
$8.3M 0.07%
118,636
+7,558
215
$8.3M 0.07%
74,771
+653
216
$8.29M 0.07%
236,472
+432
217
$8.15M 0.06%
97,711
+23,593
218
$8.13M 0.06%
185,709
+257
219
$8.12M 0.06%
103,599
-3,043
220
$8.12M 0.06%
69,653
+150
221
$8.11M 0.06%
80,999
-780
222
$7.97M 0.06%
53,249
-35
223
$7.97M 0.06%
+275,000
224
$7.87M 0.06%
220,003
+7,946
225
$7.77M 0.06%
61,984
-34
7 8
9
10 11