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
301
$3.8M 0.03%
38,201
+874
302
$3.78M 0.03%
47,410
+18,475
303
$3.69M 0.03%
50,781
304
$3.62M 0.03%
121,784
305
$3.59M 0.02%
42,026
-11,861
306
$3.55M 0.02%
32,709
+995
307
$3.52M 0.02%
253,920
-1,375
308
$3.44M 0.02%
47,117
-2,651
309
$3.41M 0.02%
26,988
-429
310
$3.26M 0.02%
25,425
-7,044
311
$3.24M 0.02%
26,535
+6,652
312
$3.21M 0.02%
50,288
+175
313
$3.21M 0.02%
46,340
+30,919
314
$3.16M 0.02%
72,601
-9,323
315
$3.15M 0.02%
30,190
-1,093
316
$3.15M 0.02%
59,665
-1,400
317
$3.15M 0.02%
39,106
-3,387
318
$3.13M 0.02%
160,271
+7,548
319
$3.13M 0.02%
222,245
-64
320
$3.04M 0.02%
96,224
-91,012
321
$2.98M 0.02%
12,454
+428
322
$2.95M 0.02%
69,678
+1,612
323
$2.92M 0.02%
66,831
-4,603
324
$2.85M 0.02%
43,518
+528
325
$2.82M 0.02%
42,887
-2,414
11 12
13
14 15