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
$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
1
$419M 3.05%
14,012,712
-1,060,077
2
$393M 2.86%
12,535,152
-89,976
3
$332M 2.42%
10,353,910
-12,416
4
$316M 2.3%
5,509,881
-1,013,505
5
$257M 1.87%
3,478,688
+378,088
6
$232M 1.69%
8,786,180
+946,415
7
$214M 1.55%
4,091,196
+1,849,806
8
$210M 1.53%
2,856,784
-160,661
9
$206M 1.5%
4,253,406
+2,353,776
10
$204M 1.48%
7,430,486
+575,921
11
$192M 1.4%
1,509,416
+27,313
12
$180M 1.31%
2,023,813
-19,452
13
$176M 1.28%
4,802,546
14
$159M 1.16%
3,604,197
+56,074
15
$156M 1.13%
1,597,527
+4,585
16
$156M 1.13%
3,571,441
+895,359
17
$154M 1.12%
1,557,485
-8,742
18
$152M 1.1%
1,364,957
-3,091
19
$148M 1.08%
3,855,286
+206,434
20
$148M 1.07%
1,992,634
+25,657
21
$146M 1.06%
2,151,914
+11,522
22
$143M 1.04%
3,551,698
+31,350
23
$140M 1.02%
1,741,229
+16,147
24
$139M 1.01%
2,469,458
+27,189
25
$139M 1.01%
1,135,930
+4,308
1
2 3 4 5