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
151
$36.2M 0.14%
773,490
+2,242
152
$35M 0.13%
1,402,681
-48,896
153
$33.9M 0.13%
1,491,588
+73,621
154
$33.8M 0.13%
788,010
-6,882
155
$33M 0.13%
613,809
+6,808
156
$32.8M 0.13%
135,594
+646
157
$32.7M 0.13%
308,084
-139,387
158
$32.6M 0.13%
+644,396
159
$32.6M 0.13%
421,940
+3,122
160
$32.4M 0.12%
785,625
-308,543
161
$31.6M 0.12%
69,820
+4,948
162
$30.4M 0.12%
1,173,600
+13,680
163
$30.2M 0.12%
+633,783
164
$30.1M 0.12%
243,929
-27,452
165
$29.6M 0.11%
500,162
+262,386
166
$29.3M 0.11%
214,398
-341
167
$29M 0.11%
311,129
+326
168
$28.2M 0.11%
268,805
-128
169
$28M 0.11%
195,018
-15,653
170
$27.5M 0.11%
298,348
-3,686
171
$27.4M 0.11%
1,423,344
172
$27.3M 0.11%
280,505
-398,722
173
$27.2M 0.1%
836,514
+60,690
174
$26.4M 0.1%
652,140
-579,250
175
$26M 0.1%
962,180
+255,194
5 6
7
8 9