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
401
$1.45M 0.01%
+34,545
402
$1.44M 0.01%
26,618
+3,100
403
$1.44M 0.01%
15,874
-65
404
$1.42M 0.01%
21,342
-294
405
$1.42M 0.01%
+12,465
406
$1.41M 0.01%
27,752
+2,940
407
$1.39M 0.01%
53,642
-18,369
408
$1.38M 0.01%
25,671
+4,654
409
$1.37M 0.01%
44,194
-11,516
410
$1.36M 0.01%
17,512
-1,507
411
$1.36M 0.01%
53,276
-11,008
412
$1.35M 0.01%
+16,070
413
$1.35M 0.01%
68,180
-1,715
414
$1.33M 0.01%
57,579
+25
415
$1.33M 0.01%
28,894
+1,457
416
$1.31M 0.01%
20,468
417
$1.31M 0.01%
12,602
+428
418
$1.31M 0.01%
14,115
-393
419
$1.3M 0.01%
15,917
+662
420
$1.29M 0.01%
49,707
+11,520
421
$1.29M 0.01%
1,097,640
+3,240
422
$1.29M 0.01%
140,900
+12,700
423
$1.27M 0.01%
34,866
+5,271
424
$1.26M 0.01%
31,598
+416
425
$1.26M 0.01%
85,860
-2,250
15 16
17
18 19