CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
126
$52.8M 0.2%
185,656
+1,659
127
$51.9M 0.2%
716,162
-9,719
128
$50.4M 0.19%
176,484
+4,855
129
$49.9M 0.19%
3,624,392
+3,594,096
130
$49.6M 0.19%
201,126
+196,305
131
$48.9M 0.19%
1,213,662
+42,627
132
$47.8M 0.18%
1,063,332
-260,678
133
$47.5M 0.18%
1,348,414
+75,632
134
$47.4M 0.18%
249,621
-4,121
135
$47.3M 0.18%
2,312,282
-145,997
136
$47.1M 0.18%
1,306,669
+128,430
137
$44.9M 0.17%
557,418
-16,733
138
$44.6M 0.17%
393,074
-1,042
139
$43.3M 0.17%
277,911
+4,153
140
$43.3M 0.17%
298,971
-1,449
141
$41.9M 0.16%
40,903
-155
142
$41.5M 0.16%
2,578,684
+17,384
143
$41.1M 0.16%
166,870
-3,073
144
$40.3M 0.16%
947,109
+114,485
145
$40.1M 0.15%
385,129
-15,556
146
$40M 0.15%
219,513
+20,774
147
$39M 0.15%
466,084
+150,780
148
$38.6M 0.15%
1,018,625
-2,770
149
$37.7M 0.15%
223,154
-1,298
150
$37.3M 0.14%
528,248
+48,439
4 5
6
7 8