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
201
$10M 0.07%
182,688
+4,556
202
$9.98M 0.07%
1,168,300
-202,387
203
$9.93M 0.07%
173,849
+4,421
204
$9.74M 0.07%
95,720
+18,135
205
$9.64M 0.07%
726,886
-64,580
206
$9.58M 0.07%
171,530
-237,295
207
$9.44M 0.07%
186,230
+493
208
$9.41M 0.07%
123,857
+2,753
209
$9.29M 0.07%
610,322
-109,438
210
$9.27M 0.07%
51,530
+247
211
$9.15M 0.07%
100,864
-1,270
212
$9.04M 0.07%
271,944
+3,873
213
$9.01M 0.07%
129,085
-1,212
214
$8.97M 0.07%
283,031
+9,200
215
$8.94M 0.07%
202,388
+51,913
216
$8.92M 0.07%
156,223
-7,296
217
$8.9M 0.06%
114,034
+6,108
218
$8.89M 0.06%
77,818
+19,197
219
$8.71M 0.06%
139,111
+4,760
220
$8.61M 0.06%
120,779
-9,809
221
$8.54M 0.06%
71,569
+264
222
$8.41M 0.06%
79,706
+442
223
$8.35M 0.06%
222,268
+3,521
224
$8.22M 0.06%
137,856
+6,167
225
$8.18M 0.06%
112,065
+494
7 8
9
10 11