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
351
$1.97M 0.02%
27,425
+2,724
352
$1.91M 0.02%
49,852
-183,385
353
$1.9M 0.02%
144,120
-55,880
354
$1.9M 0.02%
39,447
-770
355
$1.89M 0.02%
13,784
+3,026
356
$1.88M 0.02%
21,123
+2,770
357
$1.88M 0.02%
46,649
-334
358
$1.88M 0.02%
44,717
-2,535
359
$1.88M 0.02%
41,946
+6,436
360
$1.88M 0.02%
35,553
-1,273
361
$1.87M 0.02%
36,885
+893
362
$1.83M 0.02%
25,336
+1,641
363
$1.82M 0.02%
110,645
+69,745
364
$1.81M 0.01%
90,987
+52,363
365
$1.81M 0.01%
25,669
-197,871
366
$1.78M 0.01%
61,695
+3,113
367
$1.77M 0.01%
74,336
+2,864
368
$1.76M 0.01%
68,377
-11,855
369
$1.76M 0.01%
185,687
-120,000
370
$1.74M 0.01%
168,400
-131,600
371
$1.73M 0.01%
33,059
+5,126
372
$1.73M 0.01%
27,329
-460
373
$1.72M 0.01%
43,442
-812
374
$1.71M 0.01%
41,630
-1,300
375
$1.69M 0.01%
21,588
-1,891
13 14
15
16 17