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
351
$5.13M 0.02%
126,197
+5,153
352
$5.1M 0.02%
48,284
353
$5.08M 0.02%
135,392
+12,763
354
$5.01M 0.02%
36,964
+1,002
355
$4.89M 0.02%
48,759
+3,627
356
$4.84M 0.02%
33,644
-1,125
357
$4.82M 0.02%
65,092
+3,761
358
$4.73M 0.02%
70,864
+1,563
359
$4.64M 0.02%
49,219
-665
360
$4.6M 0.02%
56,155
+609
361
$4.58M 0.02%
106,372
-18,336
362
$4.48M 0.02%
84,201
+170
363
$4.45M 0.02%
172,958
-21,082
364
$4.42M 0.02%
500,174
-42
365
$4.41M 0.02%
53,740
-124,920
366
$4.38M 0.02%
69,906
-6,296
367
$4.28M 0.02%
76,109
+32,227
368
$4.22M 0.02%
40,604
-40
369
$4.11M 0.02%
25,726
-527
370
$4.1M 0.02%
51,185
+3,951
371
$4.09M 0.02%
11,851
+250
372
$4.04M 0.02%
44,013
+17,626
373
$4M 0.02%
39,773
+333
374
$3.97M 0.02%
66,377
+4,348
375
$3.71M 0.01%
25,954
-32,795
13 14
15
16 17