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
551
$1.26M ﹤0.01%
1,774,739
+60,000
552
$1.26M ﹤0.01%
38,160
+19,389
553
$1.25M ﹤0.01%
25,306
-720
554
$1.25M ﹤0.01%
50,776
-211
555
$1.23M ﹤0.01%
15,193
-1,407
556
$1.23M ﹤0.01%
13,004
-6,349
557
$1.23M ﹤0.01%
21,024
+1,182
558
$1.22M ﹤0.01%
+13,932
559
$1.2M ﹤0.01%
10,090
+3,414
560
$1.19M ﹤0.01%
66,145
-2,355
561
$1.18M ﹤0.01%
61,200
-1,164
562
$1.18M ﹤0.01%
28,213
563
$1.18M ﹤0.01%
+11,216
564
$1.17M ﹤0.01%
+10,336
565
$1.16M ﹤0.01%
10,139
-205
566
$1.16M ﹤0.01%
43,029
-12
567
$1.15M ﹤0.01%
14,473
+567
568
$1.13M ﹤0.01%
19,923
-487
569
$1.12M ﹤0.01%
14,874
+9,614
570
$1.11M ﹤0.01%
18,662
+555
571
$1.09M ﹤0.01%
76,850
+26,300
572
$1.09M ﹤0.01%
59,820
+37,815
573
$1.08M ﹤0.01%
9,097
+387
574
$1.07M ﹤0.01%
+11,243
575
$1.06M ﹤0.01%
5,064
-95
21 22
23
24 25