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
651
$728K ﹤0.01%
30,302
-530
652
$719K ﹤0.01%
24,284
-149
653
$718K ﹤0.01%
5,732
654
$716K ﹤0.01%
15,327
+985
655
$712K ﹤0.01%
31,442
-112,699
656
$707K ﹤0.01%
4,032
+634
657
$703K ﹤0.01%
21,371
-225
658
$701K ﹤0.01%
22,563
659
$681K ﹤0.01%
24,017
-364,148
660
$673K ﹤0.01%
11,645
-384
661
$665K ﹤0.01%
62,740
-1,180
662
$665K ﹤0.01%
124,806
-31,323
663
$663K ﹤0.01%
17,568
+2,220
664
$660K ﹤0.01%
20,823
-1,011
665
$658K ﹤0.01%
7,277
+4
666
$657K ﹤0.01%
27,007
667
$656K ﹤0.01%
12,824
+870
668
$656K ﹤0.01%
50,916
-1,279
669
$651K ﹤0.01%
+86,447
670
$651K ﹤0.01%
+18,925
671
$649K ﹤0.01%
95,725
+1,421
672
$647K ﹤0.01%
+12,240
673
$635K ﹤0.01%
17,455
674
$634K ﹤0.01%
+10,639
675
$633K ﹤0.01%
+18,629
25 26
27
28 29