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
451
$1.04M 0.01%
61,563
+865
452
$1.04M 0.01%
+68,645
453
$1.02M 0.01%
97,548
-44,600
454
$1.02M 0.01%
17,151
-5,565
455
$999K 0.01%
15,267
+460
456
$983K 0.01%
+12,349
457
$976K 0.01%
74,600
-119,850
458
$968K 0.01%
11,045
-17,130
459
$961K 0.01%
33,985
+1,425
460
$950K 0.01%
20,602
+3,260
461
$942K 0.01%
69,493
+2,325
462
$897K 0.01%
144,690
463
$881K 0.01%
22,499
+323
464
$877K 0.01%
+27,971
465
$876K 0.01%
10,775
+131
466
$867K 0.01%
25,265
-18,929
467
$861K 0.01%
52,800
-2,853
468
$861K 0.01%
84,000
469
$860K 0.01%
26,260
-8,101
470
$851K 0.01%
21,324
-165
471
$849K 0.01%
91,000
-10,000
472
$847K 0.01%
27,887
-4,973
473
$846K 0.01%
10,881
+261
474
$840K 0.01%
46,827
-76
475
$837K 0.01%
59,820
17 18
19
20 21