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
526
$1.43M 0.01%
35,151
+4,732
527
$1.43M 0.01%
101,600
528
$1.43M 0.01%
26,594
-13,506
529
$1.42M 0.01%
16,443
-12,437
530
$1.42M 0.01%
35,102
+321
531
$1.38M 0.01%
74,190
+105
532
$1.38M 0.01%
61,822
-1,229
533
$1.37M 0.01%
73,927
+29,975
534
$1.37M 0.01%
9,925
+5,355
535
$1.37M 0.01%
25,358
+111
536
$1.37M 0.01%
36,886
-3,809
537
$1.37M 0.01%
21,145
+210
538
$1.37M 0.01%
88,220
539
$1.36M 0.01%
26,447
540
$1.35M 0.01%
56,462
-157,086
541
$1.35M 0.01%
+23,816
542
$1.35M 0.01%
13,570
-384
543
$1.34M 0.01%
24,412
-652
544
$1.33M 0.01%
93,776
-2,684
545
$1.33M 0.01%
+40,327
546
$1.31M 0.01%
52,769
-2,134
547
$1.3M 0.01%
77,542
+471
548
$1.29M 0.01%
78,971
-570
549
$1.29M 0.01%
26,781
-264
550
$1.27M ﹤0.01%
7,685
-24
20 21
22
23 24