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
326
$2.81M 0.02%
57,288
+3,900
327
$2.81M 0.02%
149,400
-104,413
328
$2.73M 0.02%
24,246
+299
329
$2.72M 0.02%
33,527
+19,937
330
$2.69M 0.02%
24,472
-3,295
331
$2.67M 0.02%
31,638
+950
332
$2.65M 0.02%
146,386
-69,697
333
$2.62M 0.02%
30,829
-1,000
334
$2.6M 0.02%
57,000
335
$2.58M 0.02%
54,709
+1,041
336
$2.55M 0.02%
22,282
+2,935
337
$2.52M 0.02%
39,914
+3,085
338
$2.49M 0.02%
147,615
-505
339
$2.46M 0.02%
49,074
-2,474
340
$2.41M 0.02%
35,840
+749
341
$2.41M 0.02%
19,049
+11
342
$2.4M 0.02%
103,467
+3,077
343
$2.4M 0.02%
40,349
-142
344
$2.38M 0.02%
+94,856
345
$2.36M 0.02%
43,720
+3,114
346
$2.35M 0.02%
55,808
-3,803
347
$2.3M 0.02%
183,559
348
$2.29M 0.02%
10,702
+393
349
$2.26M 0.02%
42,197
-183
350
$2.26M 0.02%
103,827
-7,277
12 13
14
15 16