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
726
$514K ﹤0.01%
4,935
-85
727
$509K ﹤0.01%
22,641
+784
728
$508K ﹤0.01%
50,409
-521
729
$507K ﹤0.01%
21,270
-400
730
$505K ﹤0.01%
46,970
731
$504K ﹤0.01%
17,191
-1,741
732
$503K ﹤0.01%
10,583
+1,317
733
$502K ﹤0.01%
22,059
+2,469
734
$499K ﹤0.01%
4,694
735
$492K ﹤0.01%
+5,383
736
$492K ﹤0.01%
7,621
-680
737
$487K ﹤0.01%
14,460
738
$483K ﹤0.01%
8,429
739
$480K ﹤0.01%
+10,373
740
$474K ﹤0.01%
5,687
+840
741
$466K ﹤0.01%
1,343
+73
742
$457K ﹤0.01%
10,825
743
$455K ﹤0.01%
7,905
+2,595
744
$451K ﹤0.01%
+14,058
745
$450K ﹤0.01%
13,833
-4,202
746
$450K ﹤0.01%
27,935
-4,238
747
$442K ﹤0.01%
9,631
-415
748
$441K ﹤0.01%
39,745
749
$441K ﹤0.01%
19,671
+5,126
750
$436K ﹤0.01%
8,127
+12
28 29
30
31 32