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
$25.9B
AUM Growth
+$3.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$71.2M
2
+$68.2M
3
+$59.7M
4
WDAY icon
Workday
WDAY
+$59.2M
5
TRGP icon
Targa Resources
TRGP
+$55.6M

Top Sells

1
+$82.3M
2
+$67.3M
3
+$62.6M
4
BURL icon
Burlington
BURL
+$58.4M
5
AM
ANTERO MIDSTREAM PARTNERS LP
AM
+$57.8M

Sector Composition

1 Technology 20.24%
2 Energy 14.62%
3 Healthcare 14.48%
4 Financials 12.58%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16M 0.06%
+212,968
227
$15.9M 0.06%
549,252
+69,576
228
$15.9M 0.06%
196,495
-2,434
229
$15.8M 0.06%
54,587
230
$15.8M 0.06%
364,037
-791
231
$15.6M 0.06%
359,026
+5,842
232
$15.4M 0.06%
224,758
-136,881
233
$15.2M 0.06%
174,900
-12,300
234
$15.1M 0.06%
218,232
+1,938
235
$15M 0.06%
231,170
-9,894
236
$15M 0.06%
56,497
-661
237
$15M 0.06%
300,155
-3,027
238
$14.9M 0.06%
101,746
-340,439
239
$14.9M 0.06%
74,874
+47
240
$14.7M 0.06%
145,446
+2,392
241
$14.6M 0.06%
107,229
+8,344
242
$14.6M 0.06%
536,150
-343,056
243
$14.5M 0.06%
228,552
-11,366
244
$14.3M 0.06%
262,767
-1,165
245
$14.3M 0.06%
+1,000,000
246
$14.2M 0.05%
109,752
-12,093
247
$14.1M 0.05%
82,219
-1,442
248
$13.7M 0.05%
700,130
+2,835
249
$13.3M 0.05%
112,092
+17,942
250
$13.3M 0.05%
562,907
-140
8 9
10
11 12