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
76
$53.6M 0.39%
1,585,417
+1,320,052
77
$52M 0.38%
623,165
+13,830
78
$50M 0.36%
1,186,111
+204,360
79
$47.9M 0.35%
894,639
-2,703
80
$46.6M 0.34%
2,282,669
+264,776
81
$45.9M 0.34%
438,124
-13,304
82
$45.6M 0.33%
1,742,642
-101,878
83
$45.3M 0.33%
1,391,362
-172,295
84
$44.6M 0.33%
293,426
+415
85
$44.6M 0.33%
130,001
-20
86
$41.7M 0.3%
2,094,042
-32,748
87
$41.3M 0.3%
221,033
+187,932
88
$39.5M 0.29%
1,428,634
+25,000
89
$39.3M 0.29%
3,570,400
90
$38.8M 0.28%
608,317
-521,633
91
$37.2M 0.27%
737,636
-73,075
92
$36.6M 0.27%
640,187
-1,440
93
$36.6M 0.27%
779,390
-70,095
94
$36.5M 0.27%
910,901
-55,884
95
$36M 0.26%
424,676
-28,045
96
$35.9M 0.26%
332,967
-18,140
97
$35.8M 0.26%
306,323
+15,636
98
$35.6M 0.26%
332,526
-5,863
99
$35.6M 0.26%
715,382
-265,115
100
$34.5M 0.25%
164,634
+4,820
2 3
4
5 6