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
576
$209K ﹤0.01%
+10,031
577
$207K ﹤0.01%
+16,052
578
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-12,000
579
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-16,070
580
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-136,368
581
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-12,780
582
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583
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-23,250
584
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-16,485
585
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-13,192
586
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-53,642
587
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-140,900
588
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-17,594
589
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-221,900
590
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-603,824
591
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-281,756
592
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-11,000
593
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-300,000
594
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-275,903
595
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-13,776
596
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-17,654
597
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-10,790
598
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-78,235
599
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-21,935
600
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-29,858
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