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
251
$13.1M 0.05%
130,858
+2,631
252
$12.8M 0.05%
352,587
+52,505
253
$12.7M 0.05%
70,094
-1,152
254
$12.7M 0.05%
171,208
+1,524
255
$12.6M 0.05%
85,185
+7,207
256
$12.5M 0.05%
317,472
+6,998
257
$12.4M 0.05%
88,481
+9,798
258
$12.1M 0.05%
1,239,503
-262,533
259
$12M 0.05%
73,269
-11,053
260
$12M 0.05%
251,117
-60,796
261
$12M 0.05%
23,580
+11,839
262
$11.9M 0.05%
26,278
-466
263
$11.8M 0.05%
+45,861
264
$11.4M 0.04%
311,419
-603,736
265
$11.3M 0.04%
101,572
-1,681
266
$11.1M 0.04%
72,108
-658
267
$10.8M 0.04%
501,587
-6,950
268
$10.7M 0.04%
56,893
+7,537
269
$10.7M 0.04%
144,345
+8,800
270
$10.5M 0.04%
198,696
-3,672
271
$10.4M 0.04%
115,843
+12,361
272
$10.3M 0.04%
125,070
-49,365
273
$10M 0.04%
396,855
+381,430
274
$10M 0.04%
128,082
-255
275
$10M 0.04%
497,646
+92,479
9 10
11
12 13