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
501
$672K ﹤0.01%
17,594
502
$671K ﹤0.01%
56,137
+8,445
503
$671K ﹤0.01%
37,773
504
$667K ﹤0.01%
12,200
-3,800
505
$662K ﹤0.01%
+10,036
506
$660K ﹤0.01%
43,711
-568
507
$649K ﹤0.01%
51,629
-8,419
508
$645K ﹤0.01%
24,772
+5,719
509
$643K ﹤0.01%
19,591
-5,346
510
$642K ﹤0.01%
46,903
-25
511
$603K ﹤0.01%
20,757
-1,602
512
$603K ﹤0.01%
11,498
-1,090
513
$602K ﹤0.01%
11,687
+1,340
514
$591K ﹤0.01%
33,376
+4,329
515
$588K ﹤0.01%
41,572
-5,000
516
$570K ﹤0.01%
35,896
-5,000
517
$569K ﹤0.01%
66,788
518
$566K ﹤0.01%
+14,560
519
$564K ﹤0.01%
12,780
+870
520
$562K ﹤0.01%
+34,542
521
$547K ﹤0.01%
+10,610
522
$546K ﹤0.01%
37,800
523
$545K ﹤0.01%
23,305
524
$537K ﹤0.01%
12,650
+670
525
$528K ﹤0.01%
14,722
-360
19 20
21
22 23