CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$510M 4.14%
13,034,380
-606,568
2
$346M 2.81%
14,905,340
-368,576
3
$320M 2.6%
5,494,491
+647,957
4
$309M 2.5%
10,468,934
+86,452
5
$260M 2.11%
3,095,748
-197,106
6
$224M 1.82%
5,047,323
-132,500
7
$197M 1.6%
6,256,413
+350,092
8
$176M 1.42%
2,113,876
+443,627
9
$174M 1.42%
6,032,818
-233,141
10
$174M 1.41%
2,900,632
-736,917
11
$164M 1.33%
1,302,240
-5,427
12
$160M 1.3%
2,314,662
+12,312
13
$141M 1.15%
1,349,188
-26,977
14
$140M 1.14%
3,463,581
-65,702
15
$137M 1.11%
2,281,809
+6,002
16
$136M 1.1%
1,951,456
-26,985
17
$134M 1.09%
1,226,735
+177,281
18
$133M 1.08%
1,645,824
+25,039
19
$132M 1.07%
3,167,850
+20,913
20
$131M 1.06%
1,467,140
-12,700
21
$130M 1.06%
2,248,220
-1,479,674
22
$129M 1.05%
1,640,352
+354,025
23
$128M 1.04%
2,444,452
-25,217
24
$124M 1.01%
1,367,500
+64,069
25
$120M 0.98%
2,085,875
+6,803
1
2 3 4 5