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
351
$2.23M 0.02%
34,905
+683
352
$2.21M 0.02%
16,233
+5,828
353
$2.2M 0.02%
42,380
+1,346
354
$2.2M 0.02%
40,606
+89
355
$2.2M 0.02%
30,222
+1,406
356
$2.2M 0.02%
28,655
+499
357
$2.17M 0.02%
183,559
-5,819
358
$2.15M 0.02%
36,066
+1,527
359
$2.12M 0.02%
18,178
+3,636
360
$2.1M 0.02%
67,985
+5,129
361
$2.07M 0.02%
40,250
+250
362
$2.04M 0.01%
+19,038
363
$2M 0.01%
+300,000
364
$2M 0.01%
24,834
-650
365
$1.99M 0.01%
47,465
-6,047
366
$1.99M 0.01%
22,479
+168
367
$1.97M 0.01%
23,063
+1,344
368
$1.96M 0.01%
24,182
369
$1.91M 0.01%
66,481
+14,822
370
$1.89M 0.01%
33,696
-609
371
$1.83M 0.01%
194,450
-657,550
372
$1.81M 0.01%
27,356
+6,462
373
$1.8M 0.01%
41,503
-2,409
374
$1.78M 0.01%
29,662
-4,919
375
$1.77M 0.01%
+21,834
13 14
15
16 17