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
276
$4.71M 0.04%
98,294
-1,185
277
$4.68M 0.04%
56,874
+6,581
278
$4.67M 0.04%
61,750
-5,559
279
$4.56M 0.04%
211,535
-2,095
280
$4.5M 0.04%
61,695
-78
281
$4.44M 0.04%
49,351
+25,559
282
$4.41M 0.04%
73,501
+1,469
283
$4.41M 0.04%
443,613
-224,687
284
$4.36M 0.04%
46,110
+2,019
285
$4.33M 0.04%
43,146
-4,375
286
$4.14M 0.03%
3,248
+524
287
$4.04M 0.03%
52,383
+1,910
288
$4M 0.03%
22,415
+1,531
289
$3.87M 0.03%
169,634
-30,366
290
$3.86M 0.03%
42,863
-449
291
$3.86M 0.03%
80,017
-4,100
292
$3.84M 0.03%
26,696
+1,108
293
$3.8M 0.03%
35,032
+852
294
$3.7M 0.03%
12,688
+1,586
295
$3.7M 0.03%
115,453
296
$3.69M 0.03%
48,051
-6,857
297
$3.63M 0.03%
444,247
+9,653
298
$3.58M 0.03%
+115,351
299
$3.57M 0.03%
182,637
-24,813
300
$3.57M 0.03%
86,586
+35,375
10 11
12
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