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
776
$379K ﹤0.01%
125,000
777
$375K ﹤0.01%
8,110
778
$373K ﹤0.01%
7,070
+840
779
$373K ﹤0.01%
+14,203
780
$372K ﹤0.01%
38,500
781
$371K ﹤0.01%
+3,027
782
$365K ﹤0.01%
13,563
-382
783
$363K ﹤0.01%
4,624
-122
784
$361K ﹤0.01%
+16,720
785
$360K ﹤0.01%
9,000
-510
786
$360K ﹤0.01%
13,772
787
$359K ﹤0.01%
20,104
-1,500
788
$358K ﹤0.01%
+15,257
789
$358K ﹤0.01%
4,783
-10,720
790
$352K ﹤0.01%
+19,464
791
$350K ﹤0.01%
+25,000
792
$349K ﹤0.01%
5,930
+100
793
$347K ﹤0.01%
22,136
794
$346K ﹤0.01%
2,472
-265
795
$344K ﹤0.01%
14,458
+3,206
796
$341K ﹤0.01%
4,781
+81
797
$340K ﹤0.01%
470
+15
798
$337K ﹤0.01%
+3,238
799
$335K ﹤0.01%
+2,595
800
$334K ﹤0.01%
10,896
-94
30 31
32
33 34