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
376
$1.79M 0.01%
61,409
-6,576
377
$1.77M 0.01%
58,100
+16,496
378
$1.74M 0.01%
120,850
-372,606
379
$1.73M 0.01%
16,765
+4,163
380
$1.72M 0.01%
43,371
+18,393
381
$1.72M 0.01%
22,960
-1,771
382
$1.71M 0.01%
57,790
-625
383
$1.71M 0.01%
26,469
+11,070
384
$1.7M 0.01%
22,546
-2,288
385
$1.69M 0.01%
56,882
+436
386
$1.68M 0.01%
26,318
-1,038
387
$1.67M 0.01%
27,243
-7,662
388
$1.66M 0.01%
73,955
+5,775
389
$1.61M 0.01%
22,391
+538
390
$1.61M 0.01%
188,062
391
$1.6M 0.01%
54,214
-4,651
392
$1.6M 0.01%
16,814
+2,699
393
$1.58M 0.01%
88,380
-18,910
394
$1.58M 0.01%
29,939
-2,270
395
$1.56M 0.01%
17,367
+1,450
396
$1.53M 0.01%
24,018
-2,080
397
$1.52M 0.01%
14,881
+138
398
$1.51M 0.01%
15,068
-326
399
$1.5M 0.01%
25,256
-25,600
400
$1.48M 0.01%
38,773
+4,228
14 15
16
17 18