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
326
$7.04M 0.03%
23,301
+7,204
327
$7.02M 0.03%
17,102
+11,683
328
$7M 0.03%
215,655
+41,870
329
$6.93M 0.03%
149,031
-32,134
330
$6.9M 0.03%
91,374
+144
331
$6.87M 0.03%
49,417
+9,713
332
$6.77M 0.03%
152,040
-2,920
333
$6.55M 0.03%
59,736
-4,801
334
$6.52M 0.03%
136,812
-3,260
335
$6.39M 0.02%
68,067
-1,613
336
$6.36M 0.02%
71,935
+5,581
337
$6.34M 0.02%
63,754
+10,282
338
$6.24M 0.02%
52,060
+3,376
339
$6.23M 0.02%
120,315
-1,616
340
$6.21M 0.02%
96,417
+153
341
$6.06M 0.02%
1,349,360
-287,280
342
$6.02M 0.02%
30,626
-24,239
343
$6.02M 0.02%
228,429
-4,765
344
$5.87M 0.02%
72,235
+1,640
345
$5.5M 0.02%
57,745
+6,865
346
$5.41M 0.02%
17,975
-318
347
$5.37M 0.02%
34,028
+2,450
348
$5.34M 0.02%
47,809
-5,633
349
$5.33M 0.02%
61,316
+1,118
350
$5.14M 0.02%
154,954
+127,824
12 13
14
15 16