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
376
$1.76M 0.01%
58,865
-6,334
377
$1.72M 0.01%
22,722
+1,246
378
$1.71M 0.01%
107,290
+16,215
379
$1.7M 0.01%
60,129
+17,875
380
$1.68M 0.01%
58,415
-8,975
381
$1.65M 0.01%
24,731
+5,852
382
$1.64M 0.01%
45,494
+1,460
383
$1.64M 0.01%
47,992
+6
384
$1.63M 0.01%
76,628
-600
385
$1.63M 0.01%
153,253
+6,446
386
$1.63M 0.01%
56,446
+7,651
387
$1.62M 0.01%
188,062
-8,655
388
$1.61M 0.01%
34,559
-370
389
$1.6M 0.01%
40,000
390
$1.58M 0.01%
142,148
+8,088
391
$1.56M 0.01%
32,209
+9,247
392
$1.56M 0.01%
21,853
+4,341
393
$1.56M 0.01%
15,394
+1,530
394
$1.55M 0.01%
13,895
395
$1.53M 0.01%
27,580
+5,249
396
$1.52M 0.01%
14,743
-1,966
397
$1.52M 0.01%
34,156
+247
398
$1.48M 0.01%
31,262
-8,373
399
$1.46M 0.01%
72,524
-23,145
400
$1.45M 0.01%
26,098
-7,868
14 15
16
17 18