CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
26
$222M 0.86%
5,562,749
+21,438
27
$221M 0.85%
1,386,261
+4,141
28
$218M 0.84%
2,686,813
+44,300
29
$214M 0.83%
1,748,478
-35,036
30
$213M 0.82%
1,168,148
+267,171
31
$209M 0.81%
1,846,351
+31,344
32
$203M 0.78%
3,445,320
+25,440
33
$197M 0.76%
2,232,721
-203,418
34
$196M 0.76%
7,987,029
+712,077
35
$194M 0.75%
1,931,058
+323,811
36
$191M 0.74%
1,083,150
+403,326
37
$189M 0.73%
3,903,746
+89,319
38
$185M 0.71%
2,313,220
-21,923
39
$181M 0.7%
3,361,118
+8,616
40
$178M 0.69%
3,353,515
+12,707
41
$176M 0.68%
1,093,141
+10,488
42
$176M 0.68%
2,896,367
+147,594
43
$173M 0.67%
2,176,813
-26,142
44
$173M 0.67%
1,401,026
+22,122
45
$168M 0.65%
2,695,319
+91,846
46
$160M 0.62%
468,840
+83,112
47
$158M 0.61%
3,797,110
+1,338,009
48
$157M 0.61%
548,040
-198,622
49
$157M 0.6%
890,348
+2,605
50
$152M 0.59%
2,665,440
+163,216
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