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
126
$21.9M 0.15%
273,279
-8,319
127
$21.7M 0.15%
212,292
+3,580
128
$21.6M 0.15%
+1,610,306
129
$21.1M 0.15%
876,447
-2,163
130
$20.8M 0.14%
170,006
-2,101
131
$20.7M 0.14%
333,772
+217,844
132
$20.7M 0.14%
367,501
+6,230
133
$20.5M 0.14%
259,604
+2,465
134
$19.8M 0.14%
573,830
-396,052
135
$19.4M 0.13%
459,732
-14,531
136
$18.9M 0.13%
116,686
+1,372
137
$18.7M 0.13%
291,607
+2,456
138
$18.7M 0.13%
496,516
-32,654
139
$18.7M 0.13%
393,272
-29,913
140
$18M 0.12%
333,565
+6,710
141
$17.8M 0.12%
247,042
+4,628
142
$17.5M 0.12%
48,644
-449
143
$17.4M 0.12%
803,970
-16,550
144
$17.1M 0.12%
+711,336
145
$16.9M 0.12%
53,922
+1,116
146
$16.4M 0.11%
202,727
+2,897
147
$16.3M 0.11%
199,112
+41,796
148
$15.7M 0.11%
207,512
-139
149
$15.5M 0.11%
293,496
-10,017
150
$15.3M 0.11%
164,431
+35,093
4 5
6
7 8