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
551
$384K ﹤0.01%
14,760
-1,642
552
$376K ﹤0.01%
11,733
-174
553
$373K ﹤0.01%
5,403
-837
554
$360K ﹤0.01%
14,793
+983
555
$348K ﹤0.01%
43,000
556
$314K ﹤0.01%
17,714
-2,790
557
$312K ﹤0.01%
38,667
558
$310K ﹤0.01%
29,300
559
$310K ﹤0.01%
20,067
560
$308K ﹤0.01%
18,251
+500
561
$298K ﹤0.01%
17,655
562
$295K ﹤0.01%
13,776
563
$293K ﹤0.01%
17,654
+700
564
$288K ﹤0.01%
22,675
-8,520
565
$285K ﹤0.01%
+11,000
566
$281K ﹤0.01%
18,400
567
$279K ﹤0.01%
10,000
568
$275K ﹤0.01%
+15,000
569
$273K ﹤0.01%
16,000
570
$273K ﹤0.01%
+18,000
571
$273K ﹤0.01%
+11,000
572
$271K ﹤0.01%
18,273
-2,618
573
$259K ﹤0.01%
24,610
-1,395
574
$258K ﹤0.01%
18,300
575
$252K ﹤0.01%
10,512
+115
21 22
23
24 25