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
751
$435K ﹤0.01%
28,400
+10,000
752
$433K ﹤0.01%
12,208
+107
753
$432K ﹤0.01%
15,468
+3,350
754
$431K ﹤0.01%
14,961
+1,641
755
$425K ﹤0.01%
+13,229
756
$424K ﹤0.01%
39,600
757
$420K ﹤0.01%
38,667
+250
758
$417K ﹤0.01%
20,000
759
$411K ﹤0.01%
24,480
-25,940
760
$410K ﹤0.01%
17,194
+4,385
761
$408K ﹤0.01%
+4,086
762
$407K ﹤0.01%
11,573
763
$406K ﹤0.01%
11,373
-684
764
$404K ﹤0.01%
+4,195
765
$400K ﹤0.01%
+10,005
766
$400K ﹤0.01%
4,422
+804
767
$396K ﹤0.01%
10,332
-1,531
768
$392K ﹤0.01%
47
-8
769
$390K ﹤0.01%
28,751
770
$389K ﹤0.01%
10,520
771
$388K ﹤0.01%
10,740
772
$388K ﹤0.01%
10,491
-3,824
773
$387K ﹤0.01%
+3,570
774
$385K ﹤0.01%
14,815
-2,173
775
$381K ﹤0.01%
+14,872
29 30
31
32 33