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
826
$297K ﹤0.01%
1,784
+50
827
$293K ﹤0.01%
4,499
+3,499
828
$290K ﹤0.01%
+2,157
829
$289K ﹤0.01%
1,205
830
$288K ﹤0.01%
13,959
-12,372
831
$288K ﹤0.01%
10,131
832
$282K ﹤0.01%
7,346
-186
833
$281K ﹤0.01%
+21,782
834
$277K ﹤0.01%
5,253
835
$274K ﹤0.01%
1,885
836
$273K ﹤0.01%
27,464
-18,704
837
$272K ﹤0.01%
+12,419
838
$272K ﹤0.01%
5,174
-495
839
$272K ﹤0.01%
+19,390
840
$271K ﹤0.01%
1,309
-15
841
$270K ﹤0.01%
3,973
842
$270K ﹤0.01%
+6,531
843
$269K ﹤0.01%
6,016
-80
844
$268K ﹤0.01%
3,576
+301
845
$268K ﹤0.01%
8,850
846
$266K ﹤0.01%
3,855
+125
847
$266K ﹤0.01%
+11,840
848
$264K ﹤0.01%
+7,320
849
$262K ﹤0.01%
6,300
-102,787
850
$262K ﹤0.01%
1,410
32 33
34
35 36