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
501
$640K ﹤0.01%
28,800
+10,000
502
$639K ﹤0.01%
22,557
-2,215
503
$638K ﹤0.01%
19,591
504
$627K ﹤0.01%
34,479
+1,103
505
$609K ﹤0.01%
+12,145
506
$606K ﹤0.01%
22,101
+1,344
507
$595K ﹤0.01%
+14,943
508
$594K ﹤0.01%
31,000
+16,000
509
$594K ﹤0.01%
11,135
+525
510
$593K ﹤0.01%
40,967
-15,170
511
$586K ﹤0.01%
74,375
-275
512
$580K ﹤0.01%
+10,080
513
$578K ﹤0.01%
19,131
+47
514
$577K ﹤0.01%
23,305
515
$564K ﹤0.01%
35,087
+545
516
$558K ﹤0.01%
+58,634
517
$552K ﹤0.01%
35,476
-450
518
$545K ﹤0.01%
13,062
-4,077
519
$537K ﹤0.01%
25,154
-12
520
$533K ﹤0.01%
29,329
+140
521
$527K ﹤0.01%
10,945
-1,705
522
$524K ﹤0.01%
14,669
-53
523
$519K ﹤0.01%
11,187
-500
524
$500K ﹤0.01%
17,000
525
$500K ﹤0.01%
+11,570
19 20
21
22 23