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
551
$309K ﹤0.01%
18,511
+111
552
$298K ﹤0.01%
21,572
-20,000
553
$297K ﹤0.01%
10,000
554
$292K ﹤0.01%
17,655
555
$290K ﹤0.01%
17,714
556
$280K ﹤0.01%
20,024
-10,000
557
$278K ﹤0.01%
+27,500
558
$275K ﹤0.01%
18,800
+500
559
$272K ﹤0.01%
17,351
-900
560
$270K ﹤0.01%
24,610
561
$267K ﹤0.01%
22,122
-29,507
562
$266K ﹤0.01%
+33,290
563
$266K ﹤0.01%
16,000
564
$264K ﹤0.01%
16,250
565
$263K ﹤0.01%
17,067
-3,000
566
$258K ﹤0.01%
+10,578
567
$256K ﹤0.01%
18,273
568
$254K ﹤0.01%
+15,000
569
$250K ﹤0.01%
+20,700
570
$244K ﹤0.01%
+11,371
571
$242K ﹤0.01%
+144,000
572
$229K ﹤0.01%
10,000
573
$227K ﹤0.01%
+10,200
574
$217K ﹤0.01%
40,500
575
$212K ﹤0.01%
19,519
+207
21 22
23
24 25