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
476
$864K 0.01%
32,560
+7,370
477
$863K 0.01%
10,644
478
$836K 0.01%
14,879
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479
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84,000
480
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21,489
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481
$834K 0.01%
67,168
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482
$833K 0.01%
14,807
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483
$814K 0.01%
17,342
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484
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38,280
485
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+10,620
486
$792K 0.01%
63,150
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487
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38,325
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488
$767K 0.01%
22,176
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59,820
-535
490
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14,722
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491
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52,461
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$723K 0.01%
101,000
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493
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494
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41,867
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495
$709K 0.01%
15,203
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496
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497
$704K 0.01%
16,330
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498
$694K 0.01%
36,270
499
$681K 0.01%
22,177
+2,295
500
$677K ﹤0.01%
17,139
-1,208
18 19
20
21 22