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
26
$150M 1.04%
3,813,169
+50,181
27
$144M 1%
4,924,805
-17,025
28
$141M 0.98%
3,790,487
+65,507
29
$137M 0.95%
1,179,393
+20,932
30
$137M 0.95%
1,188,941
+25,201
31
$135M 0.94%
1,636,783
+23,382
32
$135M 0.94%
1,519,802
+24,689
33
$132M 0.92%
5,774,499
-1,344
34
$132M 0.91%
1,893,753
-552,387
35
$127M 0.88%
1,801,433
+3,579
36
$126M 0.87%
2,108,058
+26,032
37
$125M 0.87%
3,105,900
+26,080
38
$124M 0.86%
3,953,403
+242,593
39
$124M 0.86%
2,493,234
+60,796
40
$122M 0.84%
1,490,568
+37,284
41
$116M 0.81%
2,709,589
+50,092
42
$114M 0.79%
1,802,101
+63,628
43
$108M 0.75%
1,694,888
+43,952
44
$108M 0.75%
889,678
+15,730
45
$107M 0.75%
296,452
+9,549
46
$101M 0.7%
1,406,230
+32,125
47
$98.1M 0.68%
1,217,096
+969,046
48
$96.4M 0.67%
731,794
+16,150
49
$96.3M 0.67%
2,574,438
+52,394
50
$95.5M 0.66%
1,491,661
+36,091
1
2
3 4 5