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
51
$81.5M 0.67%
1,348,870
+244,715
52
$79.8M 0.66%
1,101,434
+16,096
53
$77.3M 0.64%
1,111,093
+754,615
54
$77.1M 0.63%
1,040,028
+27,687
55
$77.1M 0.63%
1,782,914
+197,705
56
$74.8M 0.62%
1,457,084
+21,547
57
$74.1M 0.61%
1,153,181
+11,438
58
$73.1M 0.6%
1,152,669
+7,777
59
$71.9M 0.59%
2,252,785
-2,000,621
60
$67.9M 0.56%
1,011,902
+17,818
61
$67.1M 0.55%
365,137
+4,362
62
$65.4M 0.54%
992,521
+12,295
63
$61.3M 0.5%
2,481,037
+1,936,195
64
$60.3M 0.5%
3,871,241
-1,974,890
65
$59M 0.49%
1,070,124
+12,521
66
$58.8M 0.48%
790,482
-19,544
67
$58.3M 0.48%
196,042
+4,983
68
$53.9M 0.44%
2,208,136
+1,523,600
69
$52.8M 0.43%
3,348,523
+254,091
70
$51.9M 0.43%
587,330
+13,893
71
$51.4M 0.42%
502,470
-225,872
72
$50.4M 0.41%
937,396
-112,303
73
$50.1M 0.41%
2,464,557
-238,464
74
$48.5M 0.4%
491,785
-6,053
75
$45M 0.37%
1,403,634
1 2
3
4 5