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
376
$1.68M 0.01%
43,189
-14,545
377
$1.68M 0.01%
18,077
-65
378
$1.66M 0.01%
25,398
+6,537
379
$1.65M 0.01%
24,685
-2,088
380
$1.64M 0.01%
+71,946
381
$1.63M 0.01%
34,298
+3,011
382
$1.61M 0.01%
146,237
-570
383
$1.61M 0.01%
28,720
+5,926
384
$1.58M 0.01%
+200,000
385
$1.53M 0.01%
97,445
-765
386
$1.52M 0.01%
+115,572
387
$1.5M 0.01%
47,365
-8,300
388
$1.49M 0.01%
49,736
+4,557
389
$1.48M 0.01%
28,281
+4,495
390
$1.47M 0.01%
20,250
-1,897
391
$1.47M 0.01%
10,604
-303
392
$1.47M 0.01%
13,453
+503
393
$1.46M 0.01%
23,231
-8,113
394
$1.43M 0.01%
+138,800
395
$1.43M 0.01%
12,948
-112
396
$1.41M 0.01%
16,500
-1,842
397
$1.4M 0.01%
90,480
+14,730
398
$1.39M 0.01%
16,098
+1,685
399
$1.35M 0.01%
78,905
+3,690
400
$1.34M 0.01%
65,070
-40,990
14 15
16
17 18