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
1
$837M 3.23%
9,401,020
-358,880
2
$836M 3.23%
7,089,207
+110,622
3
$684M 2.64%
14,396,664
-49,036
4
$624M 2.41%
40,603,486
+1,419,573
5
$519M 2%
17,847,506
-479,411
6
$447M 1.73%
7,627,240
+104,520
7
$430M 1.66%
4,243,403
-32,312
8
$427M 1.65%
2,734,189
-74,645
9
$358M 1.38%
1,519,961
-14,373
10
$311M 1.2%
5,758,169
+579,590
11
$308M 1.19%
1,560,603
-145,163
12
$297M 1.15%
2,541,288
+30,535
13
$283M 1.09%
2,025,898
-38,327
14
$282M 1.09%
1,057,467
+35,578
15
$271M 1.05%
1,952,642
+433
16
$270M 1.04%
1,092,601
+14,164
17
$268M 1.03%
1,396,429
-17,308
18
$261M 1.01%
1,643,446
+39,722
19
$258M 1%
943,549
+8,504
20
$244M 0.94%
3,208,525
+43,445
21
$240M 0.92%
11,709,756
+89,737
22
$234M 0.9%
1,400,798
+8,523
23
$232M 0.9%
609,168
+95,170
24
$228M 0.88%
2,500,469
-20,587
25
$227M 0.87%
7,896,834
-2,178,610
1
2 3 4 5