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
$14.4B
AUM Growth
+$720M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$67.2M
3
+$50.6M
4
FTV icon
Fortive
FTV
+$42.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$34M

Top Sells

1
+$112M
2
+$97.3M
3
+$38.4M
4
CTXS
Citrix Systems Inc
CTXS
+$31.5M
5
GEL icon
Genesis Energy
GEL
+$27.9M

Sector Composition

1 Energy 23.72%
2 Healthcare 14.61%
3 Technology 14.28%
4 Financials 10.22%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.95M 0.06%
205,902
+3,514
227
$8.91M 0.06%
164,643
+8,420
228
$8.78M 0.06%
90,273
-5,447
229
$8.71M 0.06%
80,807
+1,101
230
$8.67M 0.06%
126,281
-2,804
231
$8.48M 0.06%
629,665
+10,930
232
$8.47M 0.06%
129,818
-8,038
233
$8.37M 0.06%
125,522
+1,665
234
$8.18M 0.06%
97,490
+8,823
235
$8.16M 0.06%
101,851
+424
236
$8.11M 0.06%
71,249
+335
237
$7.98M 0.06%
63,550
+23,227
238
$7.88M 0.05%
33,119
+937
239
$7.73M 0.05%
206,514
-2,770
240
$7.73M 0.05%
110,129
+3,121
241
$7.71M 0.05%
163,974
+3,076
242
$7.5M 0.05%
117,506
-3,273
243
$7.48M 0.05%
+199,153
244
$7.48M 0.05%
112,441
+376
245
$7.41M 0.05%
65,826
+43,536
246
$7.36M 0.05%
500,000
+64,314
247
$7.35M 0.05%
129,584
+2,138
248
$7.33M 0.05%
150,543
+2,155
249
$7.18M 0.05%
126,507
+1,737
250
$7M 0.05%
166,977
+1,011
8 9
10
11 12