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
276
$5.27M 0.04%
160,239
-2,064
277
$5.22M 0.04%
138,493
-600
278
$5.2M 0.04%
42,787
+811
279
$5.18M 0.04%
53,200
-954
280
$5.13M 0.04%
29,349
-508
281
$5.11M 0.04%
740,644
+58,004
282
$5.06M 0.04%
162,562
-41,391
283
$4.9M 0.03%
18,506
-1,945
284
$4.89M 0.03%
+302,970
285
$4.86M 0.03%
121,677
-4,610
286
$4.83M 0.03%
55,579
+5,864
287
$4.75M 0.03%
250,000
+193,231
288
$4.61M 0.03%
312,296
289
$4.57M 0.03%
43,626
+582
290
$4.54M 0.03%
121,429
+28,867
291
$4.51M 0.03%
73,106
+725
292
$4.43M 0.03%
19,710
+1,609
293
$4.36M 0.03%
211,329
+185,783
294
$4.35M 0.03%
133,734
+1,973
295
$4.13M 0.03%
58,294
+1,799
296
$4.1M 0.03%
32,635
+1,159
297
$4.06M 0.03%
43,102
-1,038
298
$4M 0.03%
4,115
+653
299
$3.85M 0.03%
87,751
+801
300
$3.82M 0.03%
99,108
-6,520
10 11
12
13 14