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
451
$2.15M 0.01%
32,904
-215
452
$2.14M 0.01%
29,641
-275
453
$2.12M 0.01%
124,564
-17,207
454
$2.12M 0.01%
17,437
-428
455
$2.1M 0.01%
40,501
+408
456
$2.09M 0.01%
23,571
+756
457
$2.08M 0.01%
46,987
+2,068
458
$2.07M 0.01%
67,398
+1,048
459
$2.07M 0.01%
112,723
-1,437
460
$2.06M 0.01%
15,153
+2,786
461
$2.03M 0.01%
55,767
+7,955
462
$2.01M 0.01%
138,616
+37,814
463
$2M 0.01%
22,278
-1,714
464
$1.99M 0.01%
28,881
+1,446
465
$1.97M 0.01%
155,319
-45,742
466
$1.95M 0.01%
56,472
-2,771
467
$1.95M 0.01%
10,688
+159
468
$1.95M 0.01%
34,597
-1,029
469
$1.94M 0.01%
100,802
+7,790
470
$1.93M 0.01%
51,873
-1,710
471
$1.93M 0.01%
23,996
-636
472
$1.92M 0.01%
48,053
-992
473
$1.9M 0.01%
29,201
+1,789
474
$1.88M 0.01%
37,847
-1,726
475
$1.87M 0.01%
95,168
-17,200
17 18
19
20 21