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
251
$5.96M 0.04%
459,500
-540,500
252
$5.93M 0.04%
41,976
+384
253
$5.9M 0.04%
435,686
-201,947
254
$5.88M 0.04%
66,366
+5,109
255
$5.8M 0.04%
164,748
+6,085
256
$5.8M 0.04%
+300,000
257
$5.79M 0.04%
147,864
+560
258
$5.74M 0.04%
127,446
+1,391
259
$5.71M 0.04%
203,953
-84,686
260
$5.54M 0.04%
305,925
+2,520
261
$5.47M 0.04%
77,963
+4,078
262
$5.39M 0.04%
147,940
+1,705
263
$5.38M 0.04%
54,154
-405
264
$5.36M 0.04%
131,761
+1,026
265
$5.27M 0.04%
81,326
+10,714
266
$5.23M 0.04%
137,749
-95,533
267
$5.18M 0.04%
203,004
+879
268
$5.1M 0.04%
40,323
+26,087
269
$5.09M 0.04%
60,094
+13,123
270
$5.07M 0.04%
20,451
-84
271
$5.05M 0.04%
221,900
-9,776
272
$5M 0.04%
105,441
+1,548
273
$5M 0.04%
45,084
+766
274
$4.95M 0.04%
139,093
-5,639
275
$4.87M 0.04%
45,431
-1,114
9 10
11
12 13