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
151
$15.3M 0.11%
106,715
+1,046
152
$15M 0.1%
98,490
+599
153
$14.9M 0.1%
131,759
+7,465
154
$14.9M 0.1%
272,648
+8,851
155
$14.8M 0.1%
213,836
+2,748
156
$14.8M 0.1%
793,425
+12,660
157
$14.8M 0.1%
+530,000
158
$14.6M 0.1%
229,748
-39,372
159
$14.6M 0.1%
276,234
-126,460
160
$14.5M 0.1%
183,653
-40,588
161
$14.4M 0.1%
408,242
162
$14.4M 0.1%
78,787
-18,630
163
$14M 0.1%
124,847
+2,090
164
$14M 0.1%
113,346
+1,027
165
$13.9M 0.1%
454,094
-25,570
166
$13.9M 0.1%
+1,802,884
167
$13.8M 0.1%
792,055
168
$13.6M 0.09%
420,258
+93,914
169
$13.6M 0.09%
135,943
+1,898
170
$13.3M 0.09%
90,085
+6,963
171
$13.2M 0.09%
276,101
+3,323
172
$13.2M 0.09%
173,414
+3,806
173
$13.1M 0.09%
74,624
-1,596
174
$13M 0.09%
107,016
-5,668
175
$13M 0.09%
655,742
+200,000
5 6
7
8 9