CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
51
$152M 0.59%
622,539
+14,784
52
$148M 0.57%
345,694
+61,469
53
$145M 0.56%
2,276,301
-63,366
54
$143M 0.55%
722,206
-234
55
$137M 0.53%
2,834,528
+45,160
56
$133M 0.51%
697,095
-8,343
57
$131M 0.51%
1,603,081
+35,479
58
$129M 0.5%
2,399,352
+335,347
59
$129M 0.5%
4,596,666
60
$125M 0.48%
757,082
-191
61
$124M 0.48%
1,816,374
+401,610
62
$123M 0.48%
1,820,572
+9,112
63
$122M 0.47%
802,525
+391,775
64
$122M 0.47%
1,132,010
+393,449
65
$121M 0.47%
1,014,720
+160,598
66
$119M 0.46%
1,132,632
+53,529
67
$119M 0.46%
1,724,701
+59,759
68
$118M 0.45%
1,581,215
+1,040
69
$117M 0.45%
1,666,138
+17,728
70
$117M 0.45%
768,544
-29,967
71
$116M 0.45%
3,292,720
+528,639
72
$115M 0.44%
547,070
+609
73
$115M 0.44%
1,248,484
+57,609
74
$112M 0.43%
1,373,473
+329,936
75
$110M 0.42%
2,023,802
-84,648
1 2
3
4 5