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
201
$9.21M 0.08%
78,170
202
$9.18M 0.08%
104,382
+1,152
203
$9.14M 0.08%
787,021
+209,077
204
$9.11M 0.08%
155,275
+2,361
205
$9.03M 0.07%
39,307
-17,836
206
$8.99M 0.07%
73,288
-7,184
207
$8.97M 0.07%
164,907
+2,281
208
$8.9M 0.07%
75,075
-277
209
$8.78M 0.07%
99,591
+1,101
210
$8.74M 0.07%
267,185
+2,859
211
$8.73M 0.07%
153,166
+745
212
$8.72M 0.07%
522,960
+115,110
213
$8.55M 0.07%
309,760
+4,050
214
$8.44M 0.07%
43,631
+461
215
$8.43M 0.07%
184,285
-4,907
216
$8.37M 0.07%
143,934
+1,541
217
$8.37M 0.07%
207,985
+3,123
218
$8.33M 0.07%
145,126
+2,548
219
$8.3M 0.07%
250,828
-19,032
220
$8.24M 0.07%
258,657
+2,979
221
$8.16M 0.07%
206,462
-36,727
222
$8.02M 0.07%
120,950
-5,840
223
$7.76M 0.06%
395,900
-200
224
$7.71M 0.06%
+515,867
225
$7.6M 0.06%
81,440
-3,797
7 8
9
10 11