CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$65.5M
2 +$60.3M
3 +$56.1M
4
WDAY icon
Workday
WDAY
+$55.8M
5
PXD
Pioneer Natural Resource Co.
PXD
+$55.3M

Top Sells

1 +$79.2M
2 +$67.3M
3 +$60.1M
4
WMB icon
Williams Companies
WMB
+$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
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607
$930K ﹤0.01%
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608
$927K ﹤0.01%
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609
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3
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23,339
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16,756
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16,381
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16,214
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14,302
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620
$840K ﹤0.01%
4,676
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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