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
676
$630K ﹤0.01%
3,449
-122,578
677
$626K ﹤0.01%
54,636
+40,417
678
$624K ﹤0.01%
37,745
+2,375
679
$623K ﹤0.01%
3,976
-372,879
680
$621K ﹤0.01%
17,355
-856
681
$609K ﹤0.01%
11,650
-8,668
682
$600K ﹤0.01%
24,840
683
$595K ﹤0.01%
+4,811
684
$593K ﹤0.01%
15,330
685
$589K ﹤0.01%
+4,621
686
$588K ﹤0.01%
40,081
+447
687
$584K ﹤0.01%
42,226
+19,324
688
$582K ﹤0.01%
+10,984
689
$582K ﹤0.01%
19,885
-100
690
$582K ﹤0.01%
51,654
-14,736
691
$578K ﹤0.01%
9,521
692
$577K ﹤0.01%
5,432
+80
693
$577K ﹤0.01%
27,100
694
$575K ﹤0.01%
88,498
695
$574K ﹤0.01%
7,561
+204
696
$572K ﹤0.01%
19,821
-1,873
697
$566K ﹤0.01%
13,413
-2,590
698
$564K ﹤0.01%
8,326
+791
699
$562K ﹤0.01%
+11,354
700
$560K ﹤0.01%
+36,245
26 27
28
29 30