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
$12.7B
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
1
$520M 4.09%
12,912,483
-121,897
2
$332M 2.61%
10,771,836
+302,902
3
$323M 2.54%
12,829,080
-2,076,260
4
$285M 2.24%
5,141,652
-352,839
5
$260M 2.05%
3,089,938
-5,810
6
$223M 1.76%
4,872,531
-174,792
7
$222M 1.74%
2,785,517
+671,641
8
$206M 1.62%
6,378,626
+122,213
9
$201M 1.58%
3,146,052
+897,832
10
$185M 1.45%
1,980,883
+1,360,719
11
$176M 1.38%
6,044,028
+11,210
12
$164M 1.29%
2,321,945
+7,283
13
$162M 1.27%
2,751,230
-149,402
14
$158M 1.24%
1,287,015
-15,225
15
$149M 1.17%
3,203,814
+35,964
16
$144M 1.13%
1,350,000
+812
17
$142M 1.12%
1,946,943
-4,513
18
$137M 1.08%
1,469,158
+2,018
19
$134M 1.05%
2,235,581
-46,228
20
$133M 1.05%
1,449,759
-196,065
21
$132M 1.04%
3,459,057
-4,524
22
$126M 0.99%
1,375,186
+7,686
23
$125M 0.99%
2,079,063
-6,812
24
$125M 0.98%
2,405,503
-38,949
25
$122M 0.96%
1,406,692
+332,180
1
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