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
51
$93.6M 0.65%
960,102
+27,751
52
$93.4M 0.65%
1,212,586
+60,650
53
$89.6M 0.62%
1,308,226
+413,587
54
$87.5M 0.61%
1,180,783
+11,769
55
$87.2M 0.61%
548,408
+10,652
56
$86.7M 0.6%
1,238,060
+59,749
57
$83.3M 0.58%
788,684
+211,843
58
$82.7M 0.57%
967,084
-11,480
59
$82.6M 0.57%
398,808
+10,260
60
$80.5M 0.56%
709,929
+593,307
61
$79.6M 0.55%
465,105
+10,528
62
$79M 0.55%
2,569,641
-563,261
63
$77.7M 0.54%
1,644,301
+37,260
64
$77.6M 0.54%
2,536,936
+77,028
65
$76.8M 0.53%
1,577,268
+47,138
66
$71.5M 0.5%
686,455
-85,879
67
$70M 0.49%
801,695
-14,633
68
$68.2M 0.47%
801,947
+19,894
69
$66.6M 0.46%
399,395
+178,362
70
$66.5M 0.46%
1,260,893
+32,475
71
$66M 0.46%
2,321,548
+146,493
72
$65.8M 0.46%
1,358,984
+14,959
73
$63M 0.44%
650,939
+27,774
74
$61.9M 0.43%
475,096
+12,080
75
$60.7M 0.42%
3,538,700
+102,390
1 2
3
4 5