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
326
$2.71M 0.02%
45,301
+661
327
$2.7M 0.02%
100,516
-10,632
328
$2.7M 0.02%
+19,360
329
$2.69M 0.02%
152,723
330
$2.67M 0.02%
68,066
-5,000
331
$2.6M 0.02%
78,235
+24,053
332
$2.58M 0.02%
30,688
+4,016
333
$2.54M 0.02%
42,990
+500
334
$2.51M 0.02%
40,491
-638
335
$2.48M 0.02%
28,175
336
$2.45M 0.02%
111,104
+6,037
337
$2.44M 0.02%
28,482
+4,363
338
$2.44M 0.02%
22,290
+625
339
$2.41M 0.02%
59,611
-1,074
340
$2.4M 0.02%
35,091
+2,882
341
$2.4M 0.02%
148,120
-5,110
342
$2.37M 0.02%
36,829
+3,532
343
$2.37M 0.02%
50,856
+1,600
344
$2.32M 0.02%
45,192
-2,100
345
$2.31M 0.02%
100,390
-10,160
346
$2.3M 0.02%
19,347
+5,870
347
$2.3M 0.02%
19,883
-1,827
348
$2.29M 0.02%
+10,309
349
$2.26M 0.02%
28,935
-400
350
$2.25M 0.02%
44,819
-300
12 13
14
15 16