CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$441M 3.22%
11,576,450
+1,374,073
2
$437M 3.19%
14,921,445
+741,006
3
$318M 2.32%
13,301,908
+237,172
4
$235M 1.72%
4,598,055
+166,914
5
$224M 1.63%
11,963,619
+582,932
6
$220M 1.6%
6,134,840
+114,280
7
$218M 1.59%
6,293,860
+168,000
8
$211M 1.54%
1,395,733
+7,452
9
$203M 1.48%
2,211,106
+20,068
10
$202M 1.47%
1,661,194
+21,099
11
$195M 1.43%
8,799,412
+967,862
12
$192M 1.4%
1,506,827
+28,460
13
$187M 1.37%
2,158,557
+24,110
14
$175M 1.28%
2,305,500
-174,362
15
$167M 1.22%
2,372,285
+87,973
16
$167M 1.22%
4,954,902
+1,137,026
17
$166M 1.21%
2,446,140
+36,013
18
$165M 1.21%
5,068,176
+89,122
19
$156M 1.14%
1,474,665
+20,326
20
$154M 1.12%
3,762,988
+38,117
21
$152M 1.11%
10,586,735
+1,163,796
22
$150M 1.1%
1,063,265
+17,444
23
$148M 1.08%
2,382,560
+31,557
24
$144M 1.05%
622,277
+137,764
25
$143M 1.05%
1,495,113
+42,885
1
2 3 4 5