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
1126
$58K ﹤0.01%
10,000
+5,000
1127
$58K ﹤0.01%
1,850
1128
$57K ﹤0.01%
663
+313
1129
$57K ﹤0.01%
20,000
-1,371,200
1130
$57K ﹤0.01%
1,480
1131
$57K ﹤0.01%
1,470
1132
$57K ﹤0.01%
1,500
1133
$57K ﹤0.01%
1,920
1134
$56K ﹤0.01%
500
1135
$55K ﹤0.01%
860
1136
$55K ﹤0.01%
1,575
+440
1137
$55K ﹤0.01%
+10,000
1138
$55K ﹤0.01%
698
+1
1139
$54K ﹤0.01%
1,142
+746
1140
$54K ﹤0.01%
900
1141
$53K ﹤0.01%
1,200
1142
$53K ﹤0.01%
2,188
+150
1143
$53K ﹤0.01%
3,400
1144
$53K ﹤0.01%
4,940
+3,705
1145
$53K ﹤0.01%
410
-10
1146
$52K ﹤0.01%
2,597
1147
$52K ﹤0.01%
+1,500
1148
$52K ﹤0.01%
716
-35,308
1149
$52K ﹤0.01%
802
+401
1150
$51K ﹤0.01%
800
44 45
46
47 48