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
701
$558K ﹤0.01%
18,000
-100,300
702
$558K ﹤0.01%
9,829
+2,320
703
$556K ﹤0.01%
41,277
704
$555K ﹤0.01%
+37,704
705
$552K ﹤0.01%
7,450
706
$549K ﹤0.01%
+4,329
707
$547K ﹤0.01%
5,828
708
$545K ﹤0.01%
14,558
+2,089
709
$545K ﹤0.01%
8,739
+134
710
$543K ﹤0.01%
7,686
711
$541K ﹤0.01%
23,114
+444
712
$540K ﹤0.01%
+5,790
713
$537K ﹤0.01%
14,299
+3,061
714
$537K ﹤0.01%
+2,840
715
$534K ﹤0.01%
46,158
+12,360
716
$530K ﹤0.01%
4,946
-323
717
$529K ﹤0.01%
15,056
-1,277
718
$527K ﹤0.01%
11,860
-224
719
$526K ﹤0.01%
31,635
-10,000
720
$525K ﹤0.01%
10,524
+895
721
$522K ﹤0.01%
28,272
+618
722
$519K ﹤0.01%
5,520
-40,144
723
$517K ﹤0.01%
+12,400
724
$517K ﹤0.01%
3,222
+307
725
$517K ﹤0.01%
10,115
27 28
29
30 31