CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$79M
2
+$67.8M
3
+$50.6M
4
FTV icon
Fortive
FTV
+$42.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$33.2M

Top Sells

1
+$112M
2
+$101M
3
+$39.2M
4
CTXS
Citrix Systems Inc
CTXS
+$31.6M
5
GEL icon
Genesis Energy
GEL
+$27M

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
– –
-16,070
579
– –
-136,368
580
– –
-12,780
581
– –
-10,512
582
– –
-17,654
583
– –
-23,250
584
– –
-10,790
585
– –
-16,485
586
– –
-13,776
587
– –
-78,235
588
– –
-21,935
589
– –
-29,858
590
– –
-37,800
591
– –
-16,721
592
– –
-10,036
593
– –
-140,900
594
– –
-37,000
595
– –
-23,092
596
– –
-14,793
597
– –
-18,791
598
– –
-18,000
599
– –
-21,834
600
– –
-18,363
21 22 23
24
25