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
351
$2.26M 0.02%
25,205
+2,726
352
$2.21M 0.02%
43,770
-1,422
353
$2.14M 0.01%
48,951
+1,486
354
$2.14M 0.01%
44,778
+3,275
355
$2.13M 0.01%
26,667
-1,815
356
$2.11M 0.01%
15,498
-735
357
$2.08M 0.01%
28,622
-33
358
$2.08M 0.01%
17,590
+3,695
359
$2.05M 0.01%
17,573
-605
360
$2.04M 0.01%
40,000
-250
361
$2.04M 0.01%
22,962
+240
362
$2.03M 0.01%
44,033
-786
363
$2.01M 0.01%
28,398
-1,824
364
$1.99M 0.01%
1,163,920
+66,280
365
$1.98M 0.01%
23,126
+63
366
$1.95M 0.01%
147,118
-6,135
367
$1.94M 0.01%
61,109
+980
368
$1.91M 0.01%
+80,000
369
$1.91M 0.01%
32,924
-3,142
370
$1.89M 0.01%
90,680
-9,836
371
$1.88M 0.01%
56,917
-9,564
372
$1.87M 0.01%
23,132
-1,050
373
$1.84M 0.01%
26,786
+6,318
374
$1.82M 0.01%
+52,176
375
$1.8M 0.01%
34,020
+324
13 14
15
16 17