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
426
$1.15M 0.01%
34,550
+3,210
427
$1.15M 0.01%
45,743
+13,333
428
$1.14M 0.01%
24,700
-700
429
$1.13M 0.01%
15,296
-199
430
$1.11M 0.01%
15,803
+169
431
$1.11M 0.01%
23,642
-3,965
432
$1.1M 0.01%
33,502
-22,812
433
$1.09M 0.01%
35,026
-7,619
434
$1.08M 0.01%
79,620
+14,335
435
$1.07M 0.01%
+34,112
436
$1.07M 0.01%
20,300
-6,947
437
$1.06M 0.01%
12,092
+466
438
$1.05M 0.01%
21,420
-55
439
$1.05M 0.01%
+17,475
440
$1.04M 0.01%
38,755
-3,076
441
$1.03M 0.01%
13,896
-694
442
$1.02M 0.01%
80,402
+988
443
$1.02M 0.01%
19,313
-225
444
$1.02M 0.01%
24,144
-361
445
$1.01M 0.01%
37,000
446
$1M 0.01%
13,131
-204
447
$991K 0.01%
13,783
+2,522
448
$983K 0.01%
7,480
-504
449
$964K 0.01%
19,602
+2,857
450
$964K 0.01%
62,572
-1,706,720
16 17
18
19 20