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
176
$12.2M 0.09%
83,122
+2,386
177
$12M 0.09%
134,045
+6,738
178
$11.8M 0.09%
+1,481,531
179
$11.7M 0.09%
129,338
+511
180
$11.6M 0.08%
333,717
+11,549
181
$11.6M 0.08%
96,074
+306
182
$11.5M 0.08%
108,178
+3,277
183
$11.5M 0.08%
272,122
-13,809
184
$11.3M 0.08%
618,735
-3,000
185
$11.3M 0.08%
315,944
+662
186
$11M 0.08%
95,866
-4,096
187
$11M 0.08%
57,974
+614
188
$11M 0.08%
275,240
+1,361
189
$10.9M 0.08%
146,682
-47
190
$10.9M 0.08%
157,316
+2,416
191
$10.8M 0.08%
339,278
+2,890
192
$10.8M 0.08%
754,276
+1,064
193
$10.8M 0.08%
151,049
+1,083
194
$10.7M 0.08%
169,608
+1,125
195
$10.7M 0.08%
358,193
+2,841
196
$10.7M 0.08%
94,675
-3,194
197
$10.6M 0.08%
101,427
+1,499
198
$10.5M 0.08%
455,742
199
$10.1M 0.07%
94,006
-9,250
200
$10.1M 0.07%
326,344
+1,847
6 7
8
9 10