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
126
$21.4M 0.16%
402,694
-136,770
127
$20.9M 0.15%
1,254,034
-1,802,313
128
$20.7M 0.15%
248,050
-1,989
129
$20.4M 0.15%
361,271
+2,269
130
$20.2M 0.15%
252,114
+182,775
131
$20M 0.15%
+269,120
132
$19.9M 0.15%
+356,610
133
$19.5M 0.14%
172,107
-6,776
134
$19.2M 0.14%
115,314
+535
135
$19.2M 0.14%
242,414
-37,389
136
$19.1M 0.14%
423,185
-111,770
137
$19M 0.14%
49,093
-862
138
$18.9M 0.14%
746,520
-80,074
139
$18.9M 0.14%
410,518
-82,728
140
$18.7M 0.14%
224,241
+691
141
$18.6M 0.14%
474,263
-80,387
142
$17.8M 0.13%
223,212
-6,926
143
$17.4M 0.13%
529,170
+100
144
$16.8M 0.12%
303,513
+646
145
$16.7M 0.12%
326,855
+140
146
$16.7M 0.12%
230,049
+2,292
147
$16.6M 0.12%
275,903
+2,537
148
$16.6M 0.12%
97,417
+787
149
$16.6M 0.12%
820,520
-40,730
150
$16.4M 0.12%
289,151
+1,432
4 5
6
7 8