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
401
$1.48M 0.01%
15,462
+2,997
402
$1.47M 0.01%
27,048
-2,614
403
$1.45M 0.01%
75,271
+2,747
404
$1.44M 0.01%
31,237
-25
405
$1.44M 0.01%
34,309
-250
406
$1.43M 0.01%
24,941
-2,639
407
$1.42M 0.01%
53,276
408
$1.42M 0.01%
29,497
+1,745
409
$1.41M 0.01%
39,258
-6,236
410
$1.4M 0.01%
26,618
411
$1.38M 0.01%
19,565
-4,431
412
$1.38M 0.01%
86,916
+1,056
413
$1.37M 0.01%
118,300
414
$1.37M 0.01%
28,727
+6,035
415
$1.36M 0.01%
45,973
+18,159
416
$1.36M 0.01%
+31,133
417
$1.36M 0.01%
110,620
+47,470
418
$1.35M 0.01%
34,304
+2,706
419
$1.32M 0.01%
20,206
-1,136
420
$1.32M 0.01%
34,351
-515
421
$1.31M 0.01%
23,263
+4,108
422
$1.31M 0.01%
27,054
+12,494
423
$1.31M 0.01%
41,030
+1,030
424
$1.29M 0.01%
57,554
-25
425
$1.28M 0.01%
+28,013
15 16
17
18 19