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
101
$32.1M 0.22%
735,592
+52,972
102
$31M 0.22%
649,701
+9,514
103
$30.5M 0.21%
948,422
-3,946
104
$30.4M 0.21%
1,430,528
-58,749
105
$30.3M 0.21%
715,911
+5,354
106
$29.4M 0.2%
1,151,260
+25,000
107
$29.2M 0.2%
38,004
+728
108
$28.8M 0.2%
132,466
+13,138
109
$27.9M 0.19%
900,170
+7,760
110
$26.6M 0.18%
221,594
-3,362
111
$26.1M 0.18%
256,345
+1,774
112
$25.9M 0.18%
968,768
-892
113
$25.2M 0.17%
174,448
+2,535
114
$24.4M 0.17%
502,444
+145,834
115
$24.1M 0.17%
230,477
+13,766
116
$24M 0.17%
314,946
+62,832
117
$23.7M 0.16%
456,585
-1,872,835
118
$23.6M 0.16%
759,130
+12,610
119
$23.5M 0.16%
105,642
120
$23.4M 0.16%
956,094
+20,802
121
$23.3M 0.16%
296,746
-7,337
122
$22.8M 0.16%
150,397
-844
123
$22.5M 0.16%
416,478
-12,612
124
$22.4M 0.16%
355,335
-4,448
125
$21.9M 0.15%
236,289
-2,917
3 4
5
6 7