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
$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
1
$463M 3.21%
16,754,379
+1,832,934
2
$430M 2.98%
11,619,605
+43,155
3
$370M 2.57%
13,098,272
-203,636
4
$279M 1.93%
7,169,500
+875,640
5
$269M 1.86%
4,664,876
+66,821
6
$264M 1.83%
6,297,040
+162,200
7
$256M 1.78%
11,068,534
-895,085
8
$225M 1.56%
9,637,706
+838,294
9
$200M 1.38%
1,689,095
+27,901
10
$199M 1.38%
2,261,285
+50,179
11
$199M 1.38%
1,401,345
+5,612
12
$193M 1.34%
2,721,548
+416,048
13
$191M 1.33%
2,213,959
+55,402
14
$190M 1.31%
1,472,939
-33,888
15
$189M 1.31%
2,632,763
+260,478
16
$184M 1.28%
5,433,888
+478,986
17
$178M 1.24%
7,011,664
+986,777
18
$172M 1.19%
5,181,832
+113,656
19
$168M 1.16%
9,983,922
-602,813
20
$163M 1.13%
2,441,375
+58,815
21
$162M 1.13%
1,491,423
+16,758
22
$156M 1.08%
3,532,081
+668,666
23
$154M 1.07%
4,845,937
+83,742
24
$152M 1.05%
1,082,410
+19,145
25
$150M 1.04%
651,526
+29,249
1
2 3 4 5