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
101
$32.2M 0.24%
710,557
-5,044
102
$31.8M 0.23%
952,368
-18,875
103
$31.6M 0.23%
429,090
-2,888
104
$30M 0.22%
1,489,277
-1,050,000
105
$29.6M 0.22%
37,276
+202
106
$28.9M 0.21%
1,126,260
+94,899
107
$28.7M 0.21%
682,620
+54,252
108
$27M 0.2%
969,660
-20,293
109
$26.9M 0.2%
969,882
-23,002
110
$26.7M 0.19%
892,410
-12,285
111
$25.1M 0.18%
119,328
+13,786
112
$25.1M 0.18%
935,292
+10,098
113
$24.9M 0.18%
171,913
+6,942
114
$24.5M 0.18%
927,216
-181,620
115
$24.2M 0.18%
257,139
+66
116
$24.1M 0.18%
+105,642
117
$24M 0.18%
304,083
+7,181
118
$23.4M 0.17%
224,956
-18,478
119
$23.4M 0.17%
239,206
-9,688
120
$22.4M 0.16%
254,571
-3,011
121
$22.3M 0.16%
359,783
-936
122
$22.2M 0.16%
281,598
-6,462
123
$21.9M 0.16%
151,241
+972
124
$21.4M 0.16%
878,610
-69,969
125
$21.4M 0.16%
216,711
+72,492
3 4
5
6 7