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
51
$88.4M 0.65%
1,455,570
+11,763
52
$87.3M 0.64%
1,374,105
+37,122
53
$86.3M 0.63%
2,249,244
+446,467
54
$85.6M 0.62%
1,169,014
+9,074
55
$85.4M 0.62%
978,564
-38,582
56
$84.9M 0.62%
1,151,936
+8,053
57
$84.3M 0.62%
388,548
+8,185
58
$81.3M 0.59%
932,351
+9,752
59
$80.2M 0.59%
2,459,908
+76,960
60
$79.5M 0.58%
537,756
+10,340
61
$77.5M 0.57%
772,334
-328,276
62
$76.5M 0.56%
816,328
-30,010
63
$71.6M 0.52%
1,530,130
-42,862
64
$71.1M 0.52%
1,228,418
+31,607
65
$71.1M 0.52%
454,577
+8,593
66
$68.1M 0.5%
1,607,041
-290,918
67
$67.8M 0.49%
3,132,902
-7,267,972
68
$66.9M 0.49%
1,990,736
+18,492
69
$66.6M 0.49%
1,344,025
+448,340
70
$63.7M 0.47%
782,053
+11,923
71
$62.5M 0.46%
2,175,055
+2,139,283
72
$60M 0.44%
3,436,310
-25,910
73
$59.5M 0.43%
576,841
+492,321
74
$59.3M 0.43%
463,016
+10,468
75
$54.7M 0.4%
1,719,592
+102,075
1 2
3
4 5