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
201
$10.3M 0.08%
126,790
-222,445
202
$10.3M 0.07%
252,738
+2,976
203
$10.2M 0.07%
332,637
-200,707
204
$10.2M 0.07%
138,053
+9,590
205
$10.2M 0.07%
316,716
+3,285
206
$10M 0.07%
92,310
+199
207
$10M 0.07%
771,198
208
$10M 0.07%
189,192
-9,142
209
$9.92M 0.07%
74,073
+188
210
$9.87M 0.07%
243,189
-16,168
211
$9.84M 0.07%
152,914
+44,353
212
$9.79M 0.07%
264,326
+3,073
213
$9.72M 0.07%
102,295
+125
214
$9.72M 0.07%
75,352
-6,432
215
$9.71M 0.07%
78,170
+300
216
$9.7M 0.07%
396,100
+95,682
217
$9.63M 0.07%
103,230
+18
218
$9.62M 0.07%
105,518
-955
219
$9.57M 0.07%
315,667
220
$9.43M 0.07%
80,505
+17,973
221
$9.41M 0.07%
255,678
+3,064
222
$9.32M 0.07%
299,940
+1,454
223
$9.15M 0.07%
80,332
+808
224
$9.1M 0.07%
305,710
-619
225
$9.09M 0.07%
169,507
+9,283
7 8
9
10 11