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
$12.2B
AUM Growth
-$1.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$58.6M
2
+$52.5M
3
+$51.9M
4
EEP
Enbridge Energy Partners
EEP
+$47.9M
5
NEE icon
NextEra Energy
NEE
+$37.2M

Top Sells

1
+$78.5M
2
+$63.9M
3
+$35.2M
4
EPD icon
Enterprise Products Partners
EPD
+$34.3M
5
BAC icon
Bank of America
BAC
+$30.8M

Sector Composition

1 Energy 23.37%
2 Technology 15.81%
3 Healthcare 12.64%
4 Financials 10.9%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.6M 0.06%
109,284
+575
227
$7.54M 0.06%
781,050
+80,821
228
$7.54M 0.06%
265,740
+3,098
229
$7.46M 0.06%
124,527
+3,665
230
$7.39M 0.06%
512,756
+176,876
231
$7.24M 0.06%
246,090
-225,776
232
$7.23M 0.06%
126,138
+10,093
233
$7.23M 0.06%
145,944
+7,855
234
$7.2M 0.06%
65,397
+827
235
$7.05M 0.06%
81,196
+864
236
$7.04M 0.06%
189,498
-250,030
237
$6.9M 0.06%
76,082
+957
238
$6.88M 0.06%
667,432
+6,756
239
$6.87M 0.06%
282,682
-17,258
240
$6.83M 0.06%
121,708
+5,353
241
$6.78M 0.06%
213,741
+4,296
242
$6.78M 0.06%
68,934
+1,507
243
$6.72M 0.06%
149,749
+1,087
244
$6.64M 0.05%
55,358
+671
245
$6.61M 0.05%
35,742
-1,893
246
$6.6M 0.05%
77,703
+959
247
$6.6M 0.05%
86,788
+1,080
248
$6.46M 0.05%
36,759
+327
249
$6.46M 0.05%
900,250
+693,500
250
$6.19M 0.05%
53,386
+928
8 9
10
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