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
$13.7B
AUM Growth
+$757M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$52.3M
3
+$50.8M
4
SHLX
Shell Midstream Partners, L.P.
SHLX
+$44.6M
5
MPLX icon
MPLX
MPLX
+$38.2M

Top Sells

1
+$253M
2
+$157M
3
+$71.9M
4
CTXS
Citrix Systems Inc
CTXS
+$33.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$32.9M

Sector Composition

1 Energy 23.93%
2 Healthcare 14.8%
3 Technology 14.17%
4 Financials 9.76%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.84M 0.06%
342,479
+7,554
227
$7.84M 0.06%
32,182
+187
228
$7.8M 0.06%
493,456
-281,424
229
$7.6M 0.06%
+603,824
230
$7.59M 0.06%
266,386
+2,721
231
$7.5M 0.05%
84,533
+891
232
$7.38M 0.05%
88,667
+3,504
233
$7.19M 0.05%
209,284
-17,094
234
$7.01M 0.05%
124,770
+1,220
235
$6.97M 0.05%
125,863
+1,909
236
$6.97M 0.05%
148,388
+1,355
237
$6.95M 0.05%
160,898
+1,902
238
$6.94M 0.05%
+259,145
239
$6.91M 0.05%
70,914
+1,699
240
$6.87M 0.05%
288,234
-3,918
241
$6.74M 0.05%
115,928
+1,350
242
$6.7M 0.05%
107,008
+2,159
243
$6.67M 0.05%
165,966
+379
244
$6.5M 0.05%
+258,783
245
$6.47M 0.05%
52,713
+5,620
246
$6.41M 0.05%
55,417
+349
247
$6.34M 0.05%
189,744
-63,508
248
$6.24M 0.05%
45,389
-2,408
249
$6.2M 0.05%
50,342
+24,543
250
$6.12M 0.04%
31,826
+10,355
8 9
10
11 12