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
151
$14M 0.12%
127,968
-2,108
152
$14M 0.12%
166,064
+1,485
153
$13.8M 0.11%
799,678
+8,481
154
$13.7M 0.11%
93,082
+1,107
155
$13.7M 0.11%
109,810
+2,515
156
$13.6M 0.11%
551,678
+51,431
157
$13.6M 0.11%
753,950
+586,465
158
$13.5M 0.11%
279,087
+5,166
159
$13.4M 0.11%
122,793
-715
160
$13.3M 0.11%
828,558
+69,138
161
$13.2M 0.11%
108,292
-1,335
162
$13M 0.11%
295,327
+4,427
163
$13M 0.11%
72,813
+681
164
$12.9M 0.11%
116,367
-6,727
165
$12.8M 0.11%
129,973
+49,468
166
$12.7M 0.1%
123,435
+2,092
167
$12.7M 0.1%
1,200,000
+500,000
168
$12.3M 0.1%
171,224
+1,586
169
$12.3M 0.1%
117,401
+1,210
170
$12.2M 0.1%
614,796
-500,817
171
$11.7M 0.1%
150,796
+3,249
172
$11.5M 0.09%
229,435
+2,125
173
$11.3M 0.09%
265,545
+3,667
174
$10.9M 0.09%
201,551
+2,591
175
$10.9M 0.09%
259,494
+6,756
5 6
7
8 9