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
76
$42.5M 0.35%
2,036,837
-67,974
77
$41.9M 0.34%
302,617
+2,574
78
$41.3M 0.34%
567,702
+237,605
79
$41.2M 0.34%
3,501,916
+214,090
80
$41.1M 0.34%
782,056
-77,602
81
$41M 0.34%
1,170,952
+44,178
82
$40.2M 0.33%
2,251,515
+149,477
83
$39.7M 0.33%
1,126,667
+9,224
84
$39.5M 0.33%
951,982
-10,258
85
$39.4M 0.32%
628,684
+3,557
86
$38.3M 0.32%
313,168
+281,484
87
$34.1M 0.28%
756,975
+521,465
88
$33.7M 0.28%
341,294
+6,087
89
$33.3M 0.27%
848,515
-111,516
90
$33M 0.27%
1,025,677
-2,438,942
91
$33M 0.27%
708,421
-121,530
92
$32.8M 0.27%
415,567
-4,667
93
$31.8M 0.26%
296,769
-12,865
94
$31.3M 0.26%
434,437
-17,297
95
$31.2M 0.26%
706,754
-198,706
96
$31.2M 0.26%
777,512
-7,016
97
$30.5M 0.25%
1,260,542
+927,905
98
$29.9M 0.25%
1,021,617
+986,842
99
$29.5M 0.24%
991,059
-5,750
100
$29.5M 0.24%
40,690
+359
2 3
4
5 6