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
426
$2.57M 0.01%
103,089
+1,758
427
$2.56M 0.01%
19,476
+420
428
$2.54M 0.01%
19,757
+1,651
429
$2.49M 0.01%
21,286
+10,190
430
$2.48M 0.01%
33,946
-635
431
$2.47M 0.01%
32,190
-1,365
432
$2.47M 0.01%
31,016
-1,881
433
$2.46M 0.01%
12,822
+401
434
$2.46M 0.01%
96,834
-3,809
435
$2.36M 0.01%
46,763
-1,525
436
$2.36M 0.01%
27,517
+5,052
437
$2.36M 0.01%
41,177
-4,653
438
$2.35M 0.01%
13,413
-18
439
$2.34M 0.01%
38,480
-2,642
440
$2.34M 0.01%
21,024
-697
441
$2.33M 0.01%
113,629
-29
442
$2.33M 0.01%
54,798
+3,390
443
$2.33M 0.01%
132,859
+8,533
444
$2.31M 0.01%
12,080
+10,255
445
$2.3M 0.01%
28,642
-2,487
446
$2.23M 0.01%
106,270
447
$2.22M 0.01%
49,945
-1,516
448
$2.22M 0.01%
60,672
+11,065
449
$2.21M 0.01%
20,520
+507
450
$2.19M 0.01%
129,284
-4,698