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
576
$290K ﹤0.01%
29,300
577
$281K ﹤0.01%
14,195
578
$276K ﹤0.01%
+17,166
579
$272K ﹤0.01%
21,065
580
$269K ﹤0.01%
12,000
581
$266K ﹤0.01%
17,655
582
$266K ﹤0.01%
+10,500
583
$265K ﹤0.01%
14,800
584
$248K ﹤0.01%
43,000
585
$245K ﹤0.01%
+10,000
586
$241K ﹤0.01%
+11,626
587
$240K ﹤0.01%
+11,380
588
$239K ﹤0.01%
16,134
-4,017
589
$225K ﹤0.01%
+18,619
590
$224K ﹤0.01%
16,715
-3,910
591
$218K ﹤0.01%
11,180
592
$217K ﹤0.01%
11,080
593
$217K ﹤0.01%
+18,165
594
$216K ﹤0.01%
13,876
595
$207K ﹤0.01%
+10,832
596
$206K ﹤0.01%
10,700
597
$201K ﹤0.01%
10,922
-50
598
– –
-25,271
599
– –
-876,731
600
– –
-14,997
22 23
24
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