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
476
$829K 0.01%
35,039
-3,286
477
$828K 0.01%
+17,824
478
$826K 0.01%
27,342
+5,165
479
$820K 0.01%
23,742
+233
480
$818K 0.01%
13,849
-1,030
481
$814K 0.01%
12,666
-1,796
482
$803K 0.01%
38,280
483
$801K 0.01%
20,187
-4,000
484
$794K 0.01%
31,100
-4,298
485
$794K 0.01%
+11,011
486
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21,725
-4,384
487
$762K 0.01%
37,370
+1,100
488
$755K 0.01%
15,488
+285
489
$750K 0.01%
14,148
-574
490
$738K 0.01%
12,200
491
$736K 0.01%
47,442
-5,019
492
$727K 0.01%
15,408
-18,748
493
$718K 0.01%
12,424
+213
494
$716K 0.01%
+30,500
495
$691K ﹤0.01%
14,111
+2,613
496
$686K ﹤0.01%
43,711
497
$671K ﹤0.01%
16,174
-595
498
$659K ﹤0.01%
66,788
499
$651K ﹤0.01%
+11,156
500
$646K ﹤0.01%
37,773
18 19
20
21 22