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
551
$405K ﹤0.01%
32,841
-1,090
552
$400K ﹤0.01%
14,000
-1,232
553
$399K ﹤0.01%
12,588
-373
554
$397K ﹤0.01%
37,000
555
$396K ﹤0.01%
13,681
-22,931
556
$378K ﹤0.01%
12,536
+1,274
557
$377K ﹤0.01%
14,501
558
$369K ﹤0.01%
3,044
+1,191
559
$362K ﹤0.01%
15,587
+650
560
$360K ﹤0.01%
14,180
+370
561
$356K ﹤0.01%
+10,404
562
$355K ﹤0.01%
23,432
563
$352K ﹤0.01%
11,867
-403
564
$348K ﹤0.01%
16,054
565
$344K ﹤0.01%
23,701
+49
566
$341K ﹤0.01%
11,774
+50
567
$337K ﹤0.01%
13,254
-50,020
568
$329K ﹤0.01%
21,360
+3,400
569
$326K ﹤0.01%
22,766
+2,618
570
$320K ﹤0.01%
21,412
+2,345
571
$314K ﹤0.01%
16,707
+597
572
$312K ﹤0.01%
+20,000
573
$310K ﹤0.01%
10,251
574
$292K ﹤0.01%
18,335
+1,925
575
$292K ﹤0.01%
47,814
21 22
23
24 25