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
251
$6.12M 0.05%
185,890
+18,173
252
$6.07M 0.05%
122,291
+1,042
253
$5.97M 0.05%
66,161
+476
254
$5.96M 0.05%
340,365
-159,635
255
$5.94M 0.05%
111,494
-1,164
256
$5.93M 0.05%
67,379
+859
257
$5.91M 0.05%
120,018
+1,347
258
$5.8M 0.05%
78,599
-7,598
259
$5.78M 0.05%
72,835
-2,197
260
$5.54M 0.05%
155,595
+1,840
261
$5.48M 0.05%
50,264
-359
262
$5.41M 0.04%
40,733
+523
263
$5.4M 0.04%
46,539
+645
264
$5.36M 0.04%
187,474
-3,049
265
$5.31M 0.04%
61,645
-1,524
266
$5.31M 0.04%
145,043
+9,256
267
$5.16M 0.04%
61,902
+2,242
268
$5.06M 0.04%
30,998
+948
269
$5.05M 0.04%
219,013
+4,630
270
$5.01M 0.04%
302,405
+81,900
271
$4.97M 0.04%
821,198
+50,000
272
$4.95M 0.04%
168,239
+861
273
$4.93M 0.04%
143,852
+2,543
274
$4.91M 0.04%
+392,700
275
$4.86M 0.04%
169,589
-384,049
9 10
11
12 13