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
1076
$76K ﹤0.01%
3,019
1077
$76K ﹤0.01%
1,500
1078
$75K ﹤0.01%
4,285
+4,265
1079
$74K ﹤0.01%
4,000
1080
$74K ﹤0.01%
3,184
1081
$73K ﹤0.01%
3,700
+2,700
1082
$73K ﹤0.01%
864
+67
1083
$73K ﹤0.01%
1,417
-24
1084
$72K ﹤0.01%
+1,000
1085
$71K ﹤0.01%
555
+5
1086
$70K ﹤0.01%
700
1087
$70K ﹤0.01%
935
-65
1088
$70K ﹤0.01%
3,900
-3,650
1089
$69K ﹤0.01%
930
-63
1090
$69K ﹤0.01%
2,050
1091
$68K ﹤0.01%
680
+441
1092
$67K ﹤0.01%
786
-4
1093
$67K ﹤0.01%
1,260
1094
$66K ﹤0.01%
1,458
+720
1095
$66K ﹤0.01%
880
-45
1096
$66K ﹤0.01%
4,665
-175
1097
$66K ﹤0.01%
1,008
+735
1098
$66K ﹤0.01%
1,900
1099
$65K ﹤0.01%
+1,000
1100
$65K ﹤0.01%
1,181
-340
42 43
44
45 46