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
126
$19.2M 0.16%
231,373
+3,367
127
$18.8M 0.15%
345,701
-16,670
128
$18.6M 0.15%
195,435
+3,058
129
$18.2M 0.15%
229,363
-1,196
130
$18M 0.15%
183,440
-3,098
131
$17.8M 0.15%
826,312
+17,712
132
$17.5M 0.14%
200,872
+2,652
133
$17.4M 0.14%
226,864
+2,033
134
$17M 0.14%
562,955
-11,362
135
$16.6M 0.14%
249,487
+2,332
136
$16M 0.13%
735,550
+647,287
137
$15.8M 0.13%
73,326
-761
138
$15.7M 0.13%
348,497
+11,973
139
$15.4M 0.13%
151,667
+2,874
140
$15.2M 0.13%
203,818
+2,352
141
$15.1M 0.12%
321,235
-1,940
142
$15.1M 0.12%
55,051
+367
143
$14.7M 0.12%
93,951
+561
144
$14.6M 0.12%
479,355
-133,322
145
$14.6M 0.12%
544,456
-150,339
146
$14.3M 0.12%
490,753
-27,288
147
$14.2M 0.12%
240,557
+805
148
$14.2M 0.12%
208,280
+7,852
149
$14.2M 0.12%
98,079
+4,924
150
$14.1M 0.12%
269,274
+3,463
4 5
6
7 8