CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Return
20.35%
This Quarter Return
-10.88%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$12.2B
AUM Growth
-$1.59B
(-12%)
Cap. Flow
+$165M
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
19.17%
Holding
640
New
32
Increased
295
Reduced
218
Closed
43
Top Buys
| 1 |
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
|
$58.6M |
| 2 |
Jack Henry & Associates
JKHY
|
$52.5M |
| 3 |
ETP
Energy Transfer Partners L.p.
ETP
|
$51.9M |
| 4 |
EEP
Enbridge Energy Partners
EEP
|
$47.9M |
| 5 |
NextEra Energy, Inc.
NEE
|
$37.2M |
Top Sells
| 1 |
Oneok
OKE
|
$78.5M |
| 2 |
WPZ
Williams Partners L.P.
WPZ
|
$63.9M |
| 3 |
QEPM
QEP MIDSTREAM PARTNERS LP UIT REPSTG LTD PARTSP INT (DE)
QEPM
|
$35.2M |
| 4 |
Enterprise Products Partners
EPD
|
$34.3M |
| 5 |
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% |
