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
851
$261K ﹤0.01%
22,213
852
$259K ﹤0.01%
+10,366
853
$259K ﹤0.01%
+23,495
854
$257K ﹤0.01%
+3,068
855
$254K ﹤0.01%
+1,808
856
$253K ﹤0.01%
1,140
-690
857
$250K ﹤0.01%
+12,455
858
$247K ﹤0.01%
16,949
-1,170
859
$246K ﹤0.01%
18,434
860
$245K ﹤0.01%
+10,045
861
$244K ﹤0.01%
+21,500
862
$242K ﹤0.01%
3,220
863
$240K ﹤0.01%
+4,322
864
$238K ﹤0.01%
1,491
-228
865
$238K ﹤0.01%
19,879
+9,757
866
$237K ﹤0.01%
3,172
867
$237K ﹤0.01%
3,615
868
$236K ﹤0.01%
+5,038
869
$234K ﹤0.01%
9,163
-4,445
870
$234K ﹤0.01%
+4,882
871
$232K ﹤0.01%
3,530
872
$232K ﹤0.01%
7,118
-9,938
873
$230K ﹤0.01%
3,052
-94
874
$227K ﹤0.01%
2,704
+14
875
$226K ﹤0.01%
5,000
33 34
35
36 37