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
451
$1.03M 0.01%
22,692
-176
452
$1.03M 0.01%
+19,155
453
$1.02M 0.01%
27,814
+16,542
454
$1.01M 0.01%
+14,462
455
$1.01M 0.01%
36,321
+1,654
456
$979K 0.01%
12,147
457
$957K 0.01%
39,939
+2,430
458
$950K 0.01%
20,972
+2,199
459
$947K 0.01%
60,698
+6,210
460
$937K 0.01%
29,858
461
$926K 0.01%
144,690
+27,197
462
$923K 0.01%
+16,485
463
$907K 0.01%
24,147
+3,580
464
$904K 0.01%
55,653
-15,919
465
$895K 0.01%
13,192
-1,922
466
$888K 0.01%
13,590
-400
467
$888K 0.01%
23,509
+1,290
468
$887K 0.01%
24,978
+75
469
$886K 0.01%
26,109
+149
470
$883K 0.01%
24,187
471
$881K 0.01%
28,000
+8,000
472
$880K 0.01%
28,397
473
$875K 0.01%
10,790
+215
474
$873K 0.01%
15,399
+361
475
$869K 0.01%
35,398
-3,495
17 18
19
20 21