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
801
$333K ﹤0.01%
+4,789
802
$331K ﹤0.01%
37,687
+6,026
803
$328K ﹤0.01%
4,983
-585
804
$326K ﹤0.01%
+15,150
805
$325K ﹤0.01%
+5,911
806
$323K ﹤0.01%
3,183
-511
807
$322K ﹤0.01%
+4,497
808
$322K ﹤0.01%
+4,827
809
$322K ﹤0.01%
+6,096
810
$322K ﹤0.01%
+1,193
811
$320K ﹤0.01%
+5,268
812
$319K ﹤0.01%
412
-116
813
$318K ﹤0.01%
11,500
-53
814
$318K ﹤0.01%
155,200
815
$314K ﹤0.01%
+2,973
816
$312K ﹤0.01%
2,721
-13,307
817
$310K ﹤0.01%
8,673
+443
818
$310K ﹤0.01%
+11,242
819
$302K ﹤0.01%
12,370
-1,520
820
$300K ﹤0.01%
27,884
-2,441
821
$299K ﹤0.01%
+3,131
822
$299K ﹤0.01%
18,677
+2,511
823
$299K ﹤0.01%
+2,675
824
$298K ﹤0.01%
13,675
825
$297K ﹤0.01%
+14,084
31 32
33
34 35