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
576
$1.06M ﹤0.01%
49,737
+110
577
$1.05M ﹤0.01%
11,478
-89
578
$1.05M ﹤0.01%
9,727
-3,883
579
$1.04M ﹤0.01%
46,056
+1,276
580
$1.04M ﹤0.01%
39,560
-40,965
581
$1.03M ﹤0.01%
12,972
-495
582
$1.03M ﹤0.01%
+51,767
583
$1.02M ﹤0.01%
11,116
+1,160
584
$1.01M ﹤0.01%
33,386
+736
585
$1M ﹤0.01%
20,563
-1,660
586
$1M ﹤0.01%
14,855
-75
587
$997K ﹤0.01%
32,385
-216
588
$996K ﹤0.01%
+48,200
589
$994K ﹤0.01%
74,387
-6,784
590
$986K ﹤0.01%
59,830
+13,275
591
$984K ﹤0.01%
9,827
+3
592
$984K ﹤0.01%
44,402
+4,387
593
$981K ﹤0.01%
19,561
+155
594
$981K ﹤0.01%
18,206
+2,278
595
$980K ﹤0.01%
39,039
-3,459
596
$976K ﹤0.01%
1,173,270
-60,267
597
$965K ﹤0.01%
12,555
-523
598
$963K ﹤0.01%
+11,100
599
$961K ﹤0.01%
8,440
+306
600
$960K ﹤0.01%
5,259
+1
22 23
24
25 26