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
26
$142M 1.04%
1,163,740
+9,037
27
$140M 1.02%
6,024,887
+739,703
28
$139M 1.01%
1,158,461
+3,231
29
$137M 1%
4,762,195
+130,603
30
$136M 0.99%
1,797,854
-24,387
31
$136M 0.99%
2,863,415
+67,584
32
$132M 0.97%
2,432,438
+49,416
33
$130M 0.95%
2,329,420
+74,581
34
$129M 0.94%
3,724,980
-2,075,871
35
$120M 0.87%
1,613,401
+35,875
36
$116M 0.85%
5,775,843
+10,395
37
$114M 0.84%
2,082,026
+16,896
38
$112M 0.82%
4,117,677
-94,324
39
$111M 0.81%
1,178,311
+18,414
40
$110M 0.8%
4,941,830
-2,115
41
$108M 0.79%
3,079,820
-25,900
42
$107M 0.78%
2,659,497
+66,977
43
$107M 0.78%
1,650,936
-4,050
44
$104M 0.76%
1,453,284
+12,857
45
$102M 0.74%
3,710,810
+20,341
46
$98.3M 0.72%
286,903
+81,568
47
$98.2M 0.72%
873,948
+14,209
48
$97.4M 0.71%
2,522,044
+26,680
49
$92.9M 0.68%
715,644
+18,650
50
$92.6M 0.68%
1,738,473
+42,002
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