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
101
$75.5M 0.29%
469,527
+11,181
102
$70.9M 0.27%
1,071,015
+206,252
103
$70.8M 0.27%
463,397
+43,966
104
$70.7M 0.27%
5,534,401
+5,337,449
105
$69.5M 0.27%
245,953
-28,629
106
$67.9M 0.26%
2,723,392
-503,458
107
$66.1M 0.26%
375,678
+32,081
108
$65.2M 0.25%
1,972,006
+250,925
109
$64.7M 0.25%
1,338,516
-997,152
110
$64.3M 0.25%
1,502,725
+16,647
111
$63.8M 0.25%
311,939
-2,391
112
$63.2M 0.24%
1,808,040
+68,073
113
$62.9M 0.24%
566,100
+36,823
114
$62.6M 0.24%
964,841
-279,092
115
$62.2M 0.24%
1,984,836
+773,350
116
$60.5M 0.23%
748,235
+27,854
117
$59.2M 0.23%
+306,906
118
$58.8M 0.23%
698,665
+7,186
119
$56.2M 0.22%
279,806
+5,231
120
$55.7M 0.22%
334,439
+15,953
121
$55.1M 0.21%
1,050,513
-461,641
122
$54.8M 0.21%
+644,917
123
$54.2M 0.21%
285,137
+14,997
124
$53.8M 0.21%
2,155,040
-3,619
125
$53.3M 0.21%
373,586
+9,940
3 4
5
6 7