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
176
$13M 0.09%
322,129
+6,185
177
$12.9M 0.09%
260,829
+134,966
178
$12.9M 0.09%
364,422
+81,391
179
$12.7M 0.09%
336,045
-69,920
180
$12.7M 0.09%
1,481,531
181
$12.7M 0.09%
163,114
-60,098
182
$12.6M 0.09%
185,433
+2,745
183
$12.5M 0.09%
279,628
+4,388
184
$12.1M 0.08%
125,000
+110,284
185
$12.1M 0.08%
744,608
-9,668
186
$12M 0.08%
138,376
+30,198
187
$11.9M 0.08%
95,594
-272
188
$11.8M 0.08%
58,894
+920
189
$11.8M 0.08%
153,689
+2,640
190
$11.8M 0.08%
185,825
-1,716
191
$11.6M 0.08%
100,512
+4,438
192
$11.5M 0.08%
407,399
+148,254
193
$11.5M 0.08%
1,368,300
+200,000
194
$11.3M 0.08%
147,052
+370
195
$11.3M 0.08%
174,861
+1,012
196
$11.1M 0.08%
164,637
-51,188
197
$11M 0.08%
436,499
+177,716
198
$11M 0.08%
272,916
+972
199
$10.9M 0.08%
342,358
+8,641
200
$10.8M 0.07%
188,543
+2,313
6 7
8
9 10