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
451
$959K 0.01%
+70,067
452
$941K 0.01%
20,341
+2
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65,238
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454
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455
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13,127
-1,477
456
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117,493
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458
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-15
459
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460
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461
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462
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15,866
463
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+4,000
465
$841K 0.01%
17,682
466
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25,842
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468
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469
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470
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471
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20,002
-2,098
472
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12,124
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473
$779K 0.01%
14,443
-3,285
474
$775K 0.01%
16,000
475
$771K 0.01%
13,228
-6
17 18
19
20 21