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
526
$499K ﹤0.01%
30,344
-11,523
527
$489K ﹤0.01%
17,755
528
$480K ﹤0.01%
40,823
+2,406
529
$480K ﹤0.01%
10,239
+135
530
$464K ﹤0.01%
3,044
531
$446K ﹤0.01%
43,779
-750
532
$439K ﹤0.01%
15,861
533
$426K ﹤0.01%
5,403
534
$420K ﹤0.01%
24,434
535
$419K ﹤0.01%
13,056
-1,704
536
$405K ﹤0.01%
21,065
537
$384K ﹤0.01%
14,545
538
$383K ﹤0.01%
+37,282
539
$369K ﹤0.01%
14,650
+3,650
540
$367K ﹤0.01%
23,896
-12,000
541
$365K ﹤0.01%
26,506
-57,381
542
$354K ﹤0.01%
43,000
543
$353K ﹤0.01%
41,637
+2,970
544
$350K ﹤0.01%
17,707
-8,135
545
$349K ﹤0.01%
+10,664
546
$335K ﹤0.01%
16,330
-300
547
$327K ﹤0.01%
11,759
-24,562
548
$322K ﹤0.01%
24,425
+1,750
549
$319K ﹤0.01%
19,900
+6,200
550
$309K ﹤0.01%
29,300
20 21
22
23 24