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
276
$9.98M 0.04%
173,805
+19,311
277
$9.87M 0.04%
241,006
+37,566
278
$9.72M 0.04%
199,285
+28,152
279
$9.65M 0.04%
174,000
280
$9.65M 0.04%
123,005
+12,238
281
$9.57M 0.04%
96,039
-953
282
$9.51M 0.04%
+80,323
283
$9.39M 0.04%
276,271
+39,481
284
$9.28M 0.04%
226,175
+26,557
285
$9.2M 0.04%
394,942
-21,960
286
$9.18M 0.04%
271,332
+6,390
287
$9.16M 0.04%
471,584
+15,094
288
$9.14M 0.04%
182,365
-43,315
289
$8.94M 0.03%
73,278
+6,496
290
$8.9M 0.03%
52,145
-229
291
$8.76M 0.03%
5,022
+17
292
$8.72M 0.03%
244,580
+50,960
293
$8.56M 0.03%
94,984
+16,516
294
$8.55M 0.03%
108,186
+98,509
295
$8.53M 0.03%
90,439
-88,609
296
$8.51M 0.03%
32,549
+7,701
297
$8.46M 0.03%
169,815
-33,963
298
$8.37M 0.03%
208,755
+33,140
299
$8.34M 0.03%
27,801
+400
300
$8.33M 0.03%
74,545
-11,362