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
101
$28.4M 0.23%
575,495
-150,132
102
$28.3M 0.23%
738,036
-103,799
103
$28.2M 0.23%
147,124
+10,971
104
$26.9M 0.22%
1,417,500
+605,556
105
$25.6M 0.21%
935,120
+15,765
106
$25.5M 0.21%
656,512
-42,716
107
$24.6M 0.2%
93,072
+33,605
108
$24.3M 0.2%
289,795
-55
109
$23.9M 0.2%
264,869
+1,248
110
$23.3M 0.19%
1,863,030
+23,860
111
$23M 0.19%
492,059
-355,942
112
$23M 0.19%
1,064,382
-40,641
113
$22.8M 0.19%
566,396
+2,005
114
$22.7M 0.19%
163,715
-344
115
$22M 0.18%
3,559,697
+734,732
116
$21.9M 0.18%
317,039
-2,206
117
$21.6M 0.18%
351,816
-3,756
118
$21.3M 0.18%
258,760
+2,176
119
$20.7M 0.17%
107,616
+35,532
120
$20.4M 0.17%
1,529,147
-71,553
121
$20.1M 0.17%
892,368
+7,974
122
$19.9M 0.16%
152,538
+5,039
123
$19.8M 0.16%
287,806
+1,214
124
$19.7M 0.16%
986,850
-5,550
125
$19.4M 0.16%
591,645
+426,148
3 4
5
6 7