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
476
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23,361
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498
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13,009
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499
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38,280
500
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13,923
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18 19
20
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