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
876
$226K ﹤0.01%
14,440
-73,100
877
$225K ﹤0.01%
7,500
878
$225K ﹤0.01%
1,434
+28
879
$225K ﹤0.01%
3,084
-15,735
880
$225K ﹤0.01%
+13,234
881
$224K ﹤0.01%
12,304
-679
882
$223K ﹤0.01%
+3,819
883
$221K ﹤0.01%
+10,852
884
$220K ﹤0.01%
+1,221
885
$219K ﹤0.01%
+2,218
886
$218K ﹤0.01%
+17,800
887
$216K ﹤0.01%
+15,500
888
$214K ﹤0.01%
+2,800
889
$213K ﹤0.01%
5,500
-20,320
890
$211K ﹤0.01%
+4,357
891
$210K ﹤0.01%
7,502
-2,715
892
$209K ﹤0.01%
+5,735
893
$207K ﹤0.01%
3,575
-167
894
$206K ﹤0.01%
+2,957
895
$203K ﹤0.01%
4,925
-1,500
896
$203K ﹤0.01%
+3,080
897
$203K ﹤0.01%
10,971
-16,921
898
$200K ﹤0.01%
+5,600
899
$199K ﹤0.01%
16,411
-99,671
900
$187K ﹤0.01%
+170
34 35
36
37 38