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
301
$8.31M 0.03%
124,481
+17,565
302
$8.18M 0.03%
447,841
-163,298
303
$8.14M 0.03%
87,102
+8,036
304
$8.14M 0.03%
387,510
-453,972
305
$8.05M 0.03%
73,836
+4,186
306
$7.98M 0.03%
99,417
+1,556
307
$7.96M 0.03%
154,041
+4,878
308
$7.86M 0.03%
65,047
+4,801
309
$7.78M 0.03%
127,566
+19,754
310
$7.74M 0.03%
312,930
-1,677
311
$7.69M 0.03%
49,184
+606
312
$7.65M 0.03%
66,266
-33
313
$7.59M 0.03%
124,209
+81,116
314
$7.55M 0.03%
81,851
+13,692
315
$7.49M 0.03%
84,763
+4,385
316
$7.47M 0.03%
101,891
-1,147
317
$7.43M 0.03%
106,303
+2,986
318
$7.39M 0.03%
326,175
+16,525
319
$7.35M 0.03%
296,922
+3,339
320
$7.31M 0.03%
603,574
-339,391
321
$7.3M 0.03%
160,347
+40,724
322
$7.26M 0.03%
180,966
+25,237
323
$7.23M 0.03%
58,333
-3,384
324
$7.13M 0.03%
25,088
-83,349
325
$7.1M 0.03%
1,600,274
+333,728
11 12
13
14 15