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
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$72.2M
2
+$68.9M
3
+$46.1M
4
ET icon
Energy Transfer Partners
ET
+$37.3M
5
TRGP icon
Targa Resources
TRGP
+$36.3M

Top Sells

1
+$45.3M
2
+$39.1M
3
+$32M
4
BA icon
Boeing
BA
+$30.3M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$488M 3.06%
17,664,825
+58,459
2
$446M 2.8%
12,214,709
-183,260
3
$387M 2.43%
10,778,684
-193,928
4
$325M 2.04%
7,331,960
+92,260
5
$309M 1.94%
4,697,384
+2,996
6
$303M 1.9%
7,307,840
+21,700
7
$290M 1.82%
12,129,487
+905,499
8
$263M 1.65%
13,317,451
+1,892,220
9
$246M 1.55%
11,337,726
+672,731
10
$237M 1.49%
6,565,477
+362,343
11
$232M 1.46%
2,265,156
-13,367
12
$232M 1.46%
2,637,949
+102,149
13
$221M 1.39%
5,419,374
+1,687,346
14
$211M 1.32%
1,690,488
-9,024
15
$208M 1.31%
3,036,118
-166,638
16
$208M 1.3%
2,335,031
-6,031
17
$200M 1.26%
1,402,474
-7,559
18
$197M 1.24%
1,763,865
+15,565
19
$196M 1.23%
5,220,068
-17,774
20
$195M 1.23%
3,506,551
-21,820
21
$188M 1.18%
1,278,124
+86,528
22
$184M 1.15%
4,840,245
-58,725
23
$172M 1.08%
2,239,438
-203,156
24
$171M 1.07%
3,832,020
-21,575
25
$166M 1.04%
4,897,861
-1,544
1
2 3 4 5