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
526
$522K ﹤0.01%
19,084
527
$519K ﹤0.01%
25,166
+1,911
528
$519K ﹤0.01%
29,189
-3,355
529
$491K ﹤0.01%
17,755
530
$486K ﹤0.01%
37,000
531
$483K ﹤0.01%
3,044
+1,239
532
$475K ﹤0.01%
17,000
533
$473K ﹤0.01%
15,861
-20
534
$472K ﹤0.01%
+23,250
535
$465K ﹤0.01%
74,650
+11,200
536
$465K ﹤0.01%
25,546
-2,660
537
$463K ﹤0.01%
18,363
-6,296
538
$451K ﹤0.01%
35,926
+8,366
539
$441K ﹤0.01%
25,842
+3,504
540
$426K ﹤0.01%
24,434
541
$423K ﹤0.01%
38,417
542
$418K ﹤0.01%
30,024
543
$414K ﹤0.01%
36,387
544
$413K ﹤0.01%
+16,630
545
$403K ﹤0.01%
+14,545
546
$401K ﹤0.01%
+18,800
547
$391K ﹤0.01%
10,104
-6,940
548
$388K ﹤0.01%
18,791
+2,455
549
$387K ﹤0.01%
44,529
550
$386K ﹤0.01%
21,065
20 21
22
23 24