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
276
$4.74M 0.03%
187,236
+2,882
277
$4.58M 0.03%
125,494
+8,590
278
$4.54M 0.03%
682,640
-3,748
279
$4.53M 0.03%
29,857
+2,742
280
$4.51M 0.03%
126,287
-17,655
281
$4.48M 0.03%
44,140
+600
282
$4.38M 0.03%
463,548
+4,445
283
$4.38M 0.03%
281,756
-12,800
284
$4.26M 0.03%
3,462
-45
285
$4.24M 0.03%
72,381
+2,579
286
$4.22M 0.03%
49,715
+1,664
287
$4.19M 0.03%
43,044
-1,912
288
$4.18M 0.03%
56,495
-486
289
$4.11M 0.03%
31,476
-1,931
290
$4.11M 0.03%
18,101
-8,692
291
$4.08M 0.03%
53,887
+3,005
292
$3.96M 0.03%
86,950
+1,986
293
$3.8M 0.03%
162,303
+5,870
294
$3.77M 0.03%
144,908
-39
295
$3.76M 0.03%
49,768
-1,341
296
$3.75M 0.03%
216,083
+16,083
297
$3.74M 0.03%
68,957
+10,479
298
$3.72M 0.03%
253,813
-203,400
299
$3.69M 0.03%
312,296
-367,704
300
$3.65M 0.03%
32,469
-697
10 11
12
13 14