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
201
$10.7M 0.07%
335,781
-22,412
202
$10.5M 0.07%
1,423,300
-81,613
203
$10.5M 0.07%
670,491
-56,395
204
$10.4M 0.07%
343,931
+4,653
205
$10.4M 0.07%
92,760
-1,915
206
$10.3M 0.07%
261,277
-10,845
207
$10.3M 0.07%
+199,877
208
$10.1M 0.07%
85,441
-8,565
209
$10.1M 0.07%
211,464
-55,164
210
$10.1M 0.07%
488,198
+145,719
211
$10M 0.07%
140,613
+1,502
212
$10M 0.07%
72,969
+1,400
213
$10M 0.07%
225,726
+3,458
214
$9.98M 0.07%
194,216
-68,297
215
$9.81M 0.07%
144,634
-463,683
216
$9.72M 0.07%
164,368
-7,162
217
$9.56M 0.07%
271,249
+4,863
218
$9.52M 0.07%
102,736
+1,872
219
$9.3M 0.06%
52,561
+1,031
220
$9.29M 0.06%
85,968
+1,435
221
$9.29M 0.06%
72,409
-5,409
222
$9.19M 0.06%
138,780
-91,269
223
$9.17M 0.06%
889,529
+425,981
224
$9.17M 0.06%
296,170
+151,262
225
$8.96M 0.06%
115,364
+1,330
7 8
9
10 11