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
601
$955K ﹤0.01%
10,535
602
$946K ﹤0.01%
18,437
-1,058
603
$944K ﹤0.01%
22,394
-2,072
604
$936K ﹤0.01%
+45,665
605
$934K ﹤0.01%
27,188
+1,393
606
$934K ﹤0.01%
+15,070
607
$930K ﹤0.01%
97,567
+247
608
$927K ﹤0.01%
11,805
609
$906K ﹤0.01%
8,676
+421
610
$904K ﹤0.01%
3
611
$902K ﹤0.01%
30,759
-1,175
612
$898K ﹤0.01%
3,466
613
$896K ﹤0.01%
23,339
-7,073
614
$883K ﹤0.01%
17,868
-104
615
$880K ﹤0.01%
12,675
-711
616
$870K ﹤0.01%
16,756
+5,813
617
$865K ﹤0.01%
16,381
-731
618
$857K ﹤0.01%
16,214
+2,445
619
$841K ﹤0.01%
14,302
+778
620
$840K ﹤0.01%
4,676
+1,393
621
$831K ﹤0.01%
+53,000
622
$831K ﹤0.01%
5,650
-250
623
$830K ﹤0.01%
+10,321
624
$830K ﹤0.01%
14,516
-2,733
625
$829K ﹤0.01%
21,725
23 24
25
26 27