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
401
$1.32M 0.01%
35,617
+4,675
402
$1.31M 0.01%
14,083
-582
403
$1.31M 0.01%
51,508
+27,320
404
$1.3M 0.01%
49,571
-18,170
405
$1.3M 0.01%
33,617
-758
406
$1.29M 0.01%
110,818
-1,160
407
$1.28M 0.01%
27,584
+5,492
408
$1.27M 0.01%
+200,000
409
$1.25M 0.01%
70,780
+9,415
410
$1.25M 0.01%
15,039
-200
411
$1.23M 0.01%
32,878
+2,564
412
$1.23M 0.01%
40,117
+7,556
413
$1.23M 0.01%
14,603
-59
414
$1.22M 0.01%
25,499
+187
415
$1.21M 0.01%
+17,197
416
$1.21M 0.01%
35,073
417
$1.21M 0.01%
118,300
418
$1.2M 0.01%
40,000
419
$1.2M 0.01%
26,090
-8,146
420
$1.19M 0.01%
26,650
-3,500
421
$1.17M 0.01%
10,951
-5,699
422
$1.17M 0.01%
40,208
-18,088
423
$1.16M 0.01%
17,330
-1,894
424
$1.16M 0.01%
33,419
+10,150
425
$1.16M 0.01%
42,824
-5,628
15 16
17
18 19