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
426
$1.27M 0.01%
58,908
-17,720
427
$1.27M 0.01%
42,119
+2,180
428
$1.24M 0.01%
15,694
-180
429
$1.23M 0.01%
28,417
+4,270
430
$1.19M 0.01%
49,602
-105
431
$1.19M 0.01%
23,125
-2,546
432
$1.18M 0.01%
+31,136
433
$1.18M 0.01%
27,534
-3,686
434
$1.18M 0.01%
13,764
-135
435
$1.18M 0.01%
15,816
-1,696
436
$1.17M 0.01%
37,051
+44
437
$1.15M 0.01%
28,343
-109,406
438
$1.14M 0.01%
12,183
+36
439
$1.13M 0.01%
24,846
-4,037
440
$1.13M 0.01%
21,640
+700
441
$1.12M 0.01%
15,186
-225
442
$1.1M 0.01%
7,130
-1,600
443
$1.09M 0.01%
17,866
444
$1.08M 0.01%
31,746
-6,468
445
$1.08M 0.01%
27,703
-2,235
446
$1.07M 0.01%
17,682
447
$1.07M 0.01%
23,330
-5,564
448
$1.06M 0.01%
22,000
-6,000
449
$1.05M 0.01%
23,422
+2,450
450
$1.05M 0.01%
28,397
16 17
18
19 20