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
901
$164K ﹤0.01%
22,500
+5,000
902
$151K ﹤0.01%
12,000
903
$149K ﹤0.01%
28,000
-2,000
904
$147K ﹤0.01%
2,341
+909
905
$115K ﹤0.01%
30
+1
906
$115K ﹤0.01%
11,445
907
$114K ﹤0.01%
+5,000
908
$108K ﹤0.01%
12,678
-4,448
909
$94K ﹤0.01%
18,250
-2,855
910
$89K ﹤0.01%
50,000
911
$61K ﹤0.01%
+10,186
912
$52K ﹤0.01%
10,000
913
$43K ﹤0.01%
+10,040
914
$40K ﹤0.01%
15,335
915
$33K ﹤0.01%
4,910
916
$32K ﹤0.01%
214
917
$31K ﹤0.01%
10,000
918
$25K ﹤0.01%
2,000
919
$18K ﹤0.01%
+10,000
920
$13K ﹤0.01%
+343
921
$11K ﹤0.01%
2,500
922
$3K ﹤0.01%
13,518
923
– –
-4,809
924
– –
-7,976
925
– –
-175,191
35 36
37
38 39