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
301
$3.62M 0.03%
37,327
+7,496
302
$3.57M 0.03%
81,924
+7,091
303
$3.37M 0.02%
42,493
+7,222
304
$3.37M 0.02%
71,434
+6,545
305
$3.34M 0.02%
136,368
306
$3.27M 0.02%
92,562
-254,078
307
$3.21M 0.02%
121,784
-712
308
$3.2M 0.02%
27,417
+2,309
309
$3.18M 0.02%
255,295
310
$3.11M 0.02%
61,065
311
$3.1M 0.02%
27,767
-1,361
312
$3.1M 0.02%
50,113
313
$3.08M 0.02%
50,781
-142
314
$3.05M 0.02%
31,283
+887
315
$3.04M 0.02%
31,714
-3,221
316
$2.98M 0.02%
12,026
+970
317
$2.89M 0.02%
53,668
-627
318
$2.85M 0.02%
105,628
-9,000
319
$2.85M 0.02%
368,016
+79,683
320
$2.85M 0.02%
51,548
+109
321
$2.79M 0.02%
222,309
+15,123
322
$2.74M 0.02%
57,000
323
$2.73M 0.02%
23,947
-257
324
$2.72M 0.02%
31,829
+1,524
325
$2.71M 0.02%
53,388
-2,077
11 12
13
14 15