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
76
$109M 0.42%
3,311,875
-442,620
77
$109M 0.42%
1,706,665
+242,951
78
$108M 0.42%
417,511
-317,180
79
$108M 0.42%
482,358
+13,854
80
$105M 0.41%
1,655,096
+365,288
81
$104M 0.4%
873,165
+13,659
82
$104M 0.4%
685,623
-22,600
83
$103M 0.4%
416,461
+63,167
84
$103M 0.4%
2,509,115
-922,490
85
$102M 0.39%
802,385
-136,645
86
$99.6M 0.38%
1,845,673
-32,142
87
$97M 0.37%
612,551
+108,613
88
$97M 0.37%
1,018,867
+15,972
89
$96.7M 0.37%
673,767
+11,334
90
$95.7M 0.37%
922,070
+43,485
91
$95.2M 0.37%
476,704
+235,136
92
$92.7M 0.36%
2,235,546
-4,752
93
$90.9M 0.35%
1,049,462
+140,825
94
$88.6M 0.34%
1,269,001
+27,423
95
$87.3M 0.34%
4,360,744
-1,005,809
96
$85.6M 0.33%
1,854,898
+267,721
97
$85.5M 0.33%
543,535
-251,462
98
$84.1M 0.32%
1,803,340
+882,580
99
$77.7M 0.3%
3,045,072
-365,939
100
$77.2M 0.3%
504,141
+57,761
2 3
4
5 6