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
426
$1.25M 0.01%
14,716
+1,533
427
$1.24M 0.01%
+16,721
428
$1.24M 0.01%
37,007
-1,809
429
$1.24M 0.01%
28,883
+8,945
430
$1.22M 0.01%
8,730
-3,000
431
$1.21M 0.01%
41,604
-1,220
432
$1.2M 0.01%
22,716
+5,966
433
$1.19M 0.01%
118,300
434
$1.17M 0.01%
29,938
+9,968
435
$1.15M 0.01%
56,769
-31,607
436
$1.14M 0.01%
31,220
+1,838
437
$1.14M 0.01%
23,092
-16,640
438
$1.14M 0.01%
25,530
-30,326
439
$1.14M 0.01%
21,935
-74,500
440
$1.13M 0.01%
15,411
-1,282
441
$1.12M 0.01%
34,361
-712
442
$1.11M 0.01%
38,214
-1,158
443
$1.1M 0.01%
13,899
+384
444
$1.09M 0.01%
20,940
+2,820
445
$1.08M 0.01%
83,887
-3,210
446
$1.08M 0.01%
15,421
+1,367
447
$1.06M 0.01%
32,860
-99
448
$1.05M 0.01%
250,000
-106,554
449
$1.04M 0.01%
17,866
+1,000
450
$1.03M 0.01%
17,682
16 17
18
19 20