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
476
$1.87M 0.01%
24,354
+3,550
477
$1.86M 0.01%
39,610
-790
478
$1.86M 0.01%
95,685
-146
479
$1.84M 0.01%
31,557
+136
480
$1.83M 0.01%
54,919
+18,338
481
$1.82M 0.01%
81,378
-5,498
482
$1.82M 0.01%
61,350
-3,957
483
$1.81M 0.01%
+74,000
484
$1.8M 0.01%
16,000
-25
485
$1.77M 0.01%
20,863
+7,236
486
$1.76M 0.01%
88,185
-3,280
487
$1.76M 0.01%
32,394
+15,145
488
$1.76M 0.01%
85,877
+6,372
489
$1.76M 0.01%
38,628
-14,265
490
$1.75M 0.01%
16,785
+150
491
$1.74M 0.01%
7,348
+6,619
492
$1.71M 0.01%
+16,421
493
$1.71M 0.01%
33,081
-3,443
494
$1.7M 0.01%
30,259
-28
495
$1.68M 0.01%
45,336
+13,050
496
$1.68M 0.01%
57,583
+181
497
$1.66M 0.01%
20,861
498
$1.65M 0.01%
31,425
+6,141
499
$1.63M 0.01%
19,426
-1,364
500
$1.63M 0.01%
89,462
-2,748