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
401
$2.96M 0.01%
56,730
-2,364
402
$2.94M 0.01%
64,116
403
$2.94M 0.01%
81,074
-363,895
404
$2.93M 0.01%
29,883
-5,910
405
$2.91M 0.01%
32,605
-225
406
$2.9M 0.01%
22,354
+15
407
$2.83M 0.01%
122,255
-24,525
408
$2.83M 0.01%
29,642
-1,577
409
$2.83M 0.01%
33,319
+1,364
410
$2.8M 0.01%
53,527
+44,975
411
$2.79M 0.01%
70,492
+21,487
412
$2.79M 0.01%
55,813
-19,319
413
$2.74M 0.01%
38,514
+11,051
414
$2.73M 0.01%
41,970
-5,430
415
$2.72M 0.01%
30,460
-19,100
416
$2.72M 0.01%
22,653
+2,833
417
$2.71M 0.01%
24,005
-3,738
418
$2.7M 0.01%
25,063
-17
419
$2.7M 0.01%
21,769
-508
420
$2.69M 0.01%
+45,309
421
$2.66M 0.01%
33,682
+2,221
422
$2.65M 0.01%
77,765
-37,920
423
$2.64M 0.01%
41,848
424
$2.59M 0.01%
165,362
+99,334
425
$2.57M 0.01%
40,166
-164
15 16
17
18 19