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
$23B
AUM Growth
-$570M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,206
New
Increased
Reduced
Closed

Top Buys

1
+$85.2M
2
+$59.6M
3
+$55.8M
4
WPZ
Williams Partners L.P.
WPZ
+$50.2M
5
AM icon
Antero Midstream
AM
+$40.4M

Top Sells

1
+$311M
2
+$107M
3
+$64.8M
4
META icon
Meta Platforms (Facebook)
META
+$52.6M
5
OMC icon
Omnicom Group
OMC
+$51.6M

Sector Composition

1 Technology 18.2%
2 Financials 14.96%
3 Energy 14.08%
4 Healthcare 13.39%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$84K ﹤0.01%
6,650
1052
$83K ﹤0.01%
5,662
1053
$82K ﹤0.01%
409
+9
1054
$82K ﹤0.01%
3,889
+889
1055
$82K ﹤0.01%
1,432
1056
$82K ﹤0.01%
3,810
-477
1057
$82K ﹤0.01%
1,000
1058
$82K ﹤0.01%
3,900
-300
1059
$81K ﹤0.01%
4,611
+12
1060
$81K ﹤0.01%
1,500
1061
$80K ﹤0.01%
1,868
+1,000
1062
$80K ﹤0.01%
2,289
-9,281
1063
$80K ﹤0.01%
1,129
-5
1064
$80K ﹤0.01%
5,594
+892
1065
$79K ﹤0.01%
3,096
-30,020
1066
$79K ﹤0.01%
28,900
1067
$78K ﹤0.01%
2,540
-3,298
1068
$78K ﹤0.01%
3,813
+1,126
1069
$78K ﹤0.01%
5,133
+536
1070
$78K ﹤0.01%
132
+6
1071
$78K ﹤0.01%
5,000
1072
$78K ﹤0.01%
4,395
1073
$78K ﹤0.01%
2,312
+141
1074
$77K ﹤0.01%
1,124
+527
1075
$77K ﹤0.01%
2,082
+540
41 42
43
44 45