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
301
$3.46M 0.03%
82,747
+6,028
302
$3.42M 0.03%
43,389
+5,725
303
$3.32M 0.03%
64,695
+4,919
304
$3.31M 0.03%
48,906
+4,700
305
$3.3M 0.03%
18,815
-1,350
306
$3.21M 0.03%
56,072
-2,264
307
$3.16M 0.03%
129,441
-100,230
308
$3.16M 0.03%
127,896
-2,888
309
$3.15M 0.03%
47,768
+6,498
310
$3.13M 0.03%
38,123
-16,423
311
$3.12M 0.03%
115,172
+3,474
312
$3.11M 0.03%
155,700
-159,967
313
$3.05M 0.03%
255,295
-469
314
$2.99M 0.02%
62,000
+2,000
315
$2.91M 0.02%
51,340
+600
316
$2.89M 0.02%
207,186
-44,925
317
$2.86M 0.02%
37,253
+865
318
$2.84M 0.02%
77,466
-1,300
319
$2.83M 0.02%
50,113
320
$2.79M 0.02%
55,488
+14,865
321
$2.76M 0.02%
58,204
-1,612
322
$2.75M 0.02%
29,608
-1,868
323
$2.74M 0.02%
68,244
-14,062
324
$2.72M 0.02%
30,627
+1,661
325
$2.7M 0.02%
144,528
+21,290
11 12
13
14 15