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
576
$235K ﹤0.01%
16,250
577
$233K ﹤0.01%
12,000
578
$223K ﹤0.01%
40,500
579
$215K ﹤0.01%
19,312
-1,000
580
$214K ﹤0.01%
+10,000
581
$206K ﹤0.01%
+13,700
582
– –
-10,167,013
583
– –
-472,630
584
– –
-40,851
585
– –
-223,222
586
– –
-15,922
587
– –
-11,000
588
– –
-18,619
589
– –
-10,323
590
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-10,236
591
– –
-182,352
592
– –
-11,381
593
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-28,286
594
– –
-18,843
595
– –
-10,901
596
– –
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597
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-12,624
598
– –
-11,000
599
– –
-56,555
600
– –
-72,993
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