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
26
$131M 1.08%
4,619,514
+89,674
27
$130M 1.07%
2,539,740
+70,282
28
$130M 1.07%
3,593,960
+42,262
29
$127M 1.05%
1,317,559
+21,606
30
$124M 1.02%
456,330
+73,089
31
$120M 0.99%
1,094,656
+10,232
32
$117M 0.96%
4,442,479
+61,926
33
$115M 0.95%
991,706
-144,224
34
$106M 0.88%
1,528,210
+12,936
35
$106M 0.87%
1,124,378
+12,411
36
$105M 0.86%
1,371,524
+23,367
37
$103M 0.85%
2,381,478
-465,988
38
$102M 0.84%
1,977,162
+668,565
39
$99M 0.81%
4,098,009
+38,324
40
$98.2M 0.81%
2,394,023
+49,348
41
$96M 0.79%
2,206,186
+44,974
42
$92.4M 0.76%
1,960,238
+26,368
43
$91M 0.75%
2,053,240
+34,664
44
$90.3M 0.74%
1,244,939
+22,720
45
$89.3M 0.73%
1,594,107
+14,673
46
$88.7M 0.73%
1,788,910
+51,845
47
$86.6M 0.71%
2,424,222
-492,654
48
$86.4M 0.71%
660,145
+11,378
49
$86.4M 0.71%
418,239
+6,729
50
$84.9M 0.7%
833,811
+10,687
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