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
501
$1.6M 0.01%
30,080
+3,095
502
$1.6M 0.01%
55,033
-1,209
503
$1.59M 0.01%
81,053
-1,673
504
$1.57M 0.01%
75,206
505
$1.57M 0.01%
13,874
-3,062
506
$1.57M 0.01%
13,984
+432
507
$1.56M 0.01%
16,404
+129
508
$1.56M 0.01%
27,715
+1,056
509
$1.54M 0.01%
82,693
+892
510
$1.53M 0.01%
45,099
+4,610
511
$1.52M 0.01%
29,400
+2,923
512
$1.5M 0.01%
20,764
+2,004
513
$1.5M 0.01%
12,854
514
$1.49M 0.01%
103,044
-2,414
515
$1.49M 0.01%
7,434
-1,167
516
$1.49M 0.01%
+10,217
517
$1.49M 0.01%
20,998
-2,435
518
$1.49M 0.01%
78,886
+618
519
$1.48M 0.01%
+36,618
520
$1.48M 0.01%
44,669
-10,600
521
$1.47M 0.01%
23,113
+510
522
$1.47M 0.01%
95,053
-1,207
523
$1.46M 0.01%
56,767
+2,377
524
$1.44M 0.01%
82,096
-9,380
525
$1.44M 0.01%
82,100
19 20
21
22 23