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
76
$57.5M 0.4%
1,513,209
-736,035
77
$57M 0.4%
1,160,361
-25,750
78
$56M 0.39%
1,776,605
+57,013
79
$53.6M 0.37%
1,445,471
-545,265
80
$50.3M 0.35%
1,566,767
-18,650
81
$49.7M 0.34%
1,406,447
+15,085
82
$47.1M 0.33%
282,507
-10,919
83
$44.1M 0.31%
428,879
-9,245
84
$42.2M 0.29%
+1,313,724
85
$41.8M 0.29%
1,403,634
-25,000
86
$41.6M 0.29%
755,534
+17,898
87
$41.4M 0.29%
343,931
+37,608
88
$41.4M 0.29%
1,705,614
-577,055
89
$39.1M 0.27%
3,570,400
90
$38.8M 0.27%
432,366
+7,690
91
$38M 0.26%
788,244
+377,726
92
$37.8M 0.26%
1,632,008
-110,634
93
$36.6M 0.25%
106,361
-23,640
94
$36.5M 0.25%
914,216
+3,315
95
$36.3M 0.25%
331,833
-1,134
96
$36.1M 0.25%
166,942
+2,308
97
$36M 0.25%
1,580,940
-513,102
98
$35.7M 0.25%
817,127
+37,737
99
$35.2M 0.24%
709,952
-5,430
100
$34.1M 0.24%
306,224
-26,302
2 3
4
5 6