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
626
$826K ﹤0.01%
20,728
-3,335
627
$823K ﹤0.01%
25,775
-414
628
$817K ﹤0.01%
30,293
-1,571
629
$817K ﹤0.01%
5,455
630
$814K ﹤0.01%
11,350
-99
631
$812K ﹤0.01%
8,223
+30
632
$806K ﹤0.01%
8,497
+152
633
$801K ﹤0.01%
6,219
+1,316
634
$796K ﹤0.01%
56,230
-16,685
635
$792K ﹤0.01%
9,308
-225
636
$791K ﹤0.01%
21,762
637
$780K ﹤0.01%
14,021
-33
638
$775K ﹤0.01%
15,473
+487
639
$772K ﹤0.01%
15,462
-224
640
$772K ﹤0.01%
44,325
-55,659
641
$767K ﹤0.01%
13,040
+1,693
642
$757K ﹤0.01%
17,440
643
$754K ﹤0.01%
4,935
-50
644
$754K ﹤0.01%
22,220
+120
645
$747K ﹤0.01%
6,983
-1,346
646
$744K ﹤0.01%
4,751
-45
647
$742K ﹤0.01%
34,026
-866
648
$741K ﹤0.01%
+12,809
649
$734K ﹤0.01%
11,102
-12,300
650
$732K ﹤0.01%
+10,562
24 25
26
27 28