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
251
$6.73M 0.05%
178,880
+14,132
252
$6.7M 0.05%
254,766
-33,468
253
$6.7M 0.05%
54,362
+1,649
254
$6.47M 0.04%
149,950
+2,086
255
$6.41M 0.04%
361,640
-892,394
256
$6.33M 0.04%
77,472
-491
257
$6.3M 0.04%
31,728
-98
258
$6.3M 0.04%
189,244
-500
259
$6.29M 0.04%
49,860
+4,471
260
$6.11M 0.04%
49,652
-690
261
$6.03M 0.04%
414,700
-44,800
262
$5.89M 0.04%
232,088
+29,084
263
$5.83M 0.04%
101,946
+32,989
264
$5.79M 0.04%
147,158
-782
265
$5.79M 0.04%
66,688
+322
266
$5.77M 0.04%
353,566
-256,756
267
$5.74M 0.04%
306,310
+385
268
$5.65M 0.04%
300,000
269
$5.6M 0.04%
107,708
+2,267
270
$5.52M 0.04%
63,298
+3,204
271
$5.44M 0.04%
81,191
-135
272
$5.36M 0.04%
130,863
+5,369
273
$5.31M 0.04%
47,307
+1,876
274
$5.29M 0.04%
34,080
+14,720
275
$5.28M 0.04%
47,509
+2,425
9 10
11
12 13