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
526
$525K ﹤0.01%
54,216
+5,270
527
$519K ﹤0.01%
11,605
-1,190
528
$517K ﹤0.01%
54,932
+9,308
529
$508K ﹤0.01%
45,301
+18,012
530
$502K ﹤0.01%
16,169
531
$500K ﹤0.01%
35,783
+2,591
532
$494K ﹤0.01%
37,800
533
$478K ﹤0.01%
53,229
-2,400
534
$469K ﹤0.01%
22,239
-430
535
$469K ﹤0.01%
84,000
536
$468K ﹤0.01%
275,000
537
$465K ﹤0.01%
10,970
-11,015
538
$463K ﹤0.01%
17,755
539
$461K ﹤0.01%
63,100
+12,000
540
$460K ﹤0.01%
50,320
-80,000
541
$456K ﹤0.01%
28,804
+4,300
542
$443K ﹤0.01%
23,154
543
$439K ﹤0.01%
+101,000
544
$436K ﹤0.01%
12,931
-144
545
$432K ﹤0.01%
27,641
-12,558
546
$428K ﹤0.01%
13,597
-3,768
547
$414K ﹤0.01%
22,670
548
$412K ﹤0.01%
+12,956
549
$410K ﹤0.01%
10,935
-1,460
550
$408K ﹤0.01%
32,915
+9,505
20 21
22
23 24