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
1101
$65K ﹤0.01%
2,077
-1,397
1102
$64K ﹤0.01%
6,862
+1,383
1103
$64K ﹤0.01%
2,234
-60,140
1104
$63K ﹤0.01%
7,099
+276
1105
$63K ﹤0.01%
1,508
+123
1106
$63K ﹤0.01%
1,600
1107
$62K ﹤0.01%
1,813
-330
1108
$62K ﹤0.01%
1,100
1109
$62K ﹤0.01%
4,292
+2,612
1110
$62K ﹤0.01%
4,000
1111
$61K ﹤0.01%
2,112
-33
1112
$61K ﹤0.01%
1,124
+2
1113
$61K ﹤0.01%
1,000
1114
$60K ﹤0.01%
565
+20
1115
$60K ﹤0.01%
993
1116
$60K ﹤0.01%
1,914
1117
$59K ﹤0.01%
15,589
1118
$59K ﹤0.01%
1,500
1119
$59K ﹤0.01%
242
1120
$59K ﹤0.01%
585
-448
1121
– –
0
1122
$58K ﹤0.01%
1,320
+40
1123
$58K ﹤0.01%
6,311
+116
1124
$58K ﹤0.01%
1,000
1125
$58K ﹤0.01%
1,356
43 44
45
46 47