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
151
$16.4M 0.12%
208,712
+2,723
152
$16M 0.12%
207,651
-14,550
153
$15.8M 0.12%
199,830
+748
154
$15.7M 0.11%
479,664
-10,241
155
$15.4M 0.11%
97,891
+1,681
156
$15.1M 0.11%
112,319
+818
157
$14.3M 0.1%
215,825
+26
158
$14.1M 0.1%
780,765
+13,380
159
$14.1M 0.1%
124,294
-3,061
160
$14.1M 0.1%
408,242
-102,300
161
$14M 0.1%
272,778
+4,556
162
$13.8M 0.1%
263,797
-32,895
163
$13.6M 0.1%
211,088
+1,061
164
$13.4M 0.1%
112,684
-25,777
165
$13.3M 0.1%
105,669
-19,863
166
$13.3M 0.1%
122,757
+1,140
167
$13.2M 0.1%
116,622
+5,701
168
$12.9M 0.09%
187,541
+14,666
169
$12.8M 0.09%
52,806
+18,211
170
$12.7M 0.09%
1,504,913
-129,997
171
$12.6M 0.09%
76,220
-262
172
$12.5M 0.09%
262,513
-309,264
173
$12.3M 0.09%
792,055
+4,326
174
$12.3M 0.09%
405,965
-61,729
175
$12.3M 0.09%
266,628
+2,511
5 6
7
8 9