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
1151
$51K ﹤0.01%
1,182
1152
$51K ﹤0.01%
2,200
1153
$50K ﹤0.01%
2,993
1154
$50K ﹤0.01%
2,962
1155
$50K ﹤0.01%
950
+300
1156
$50K ﹤0.01%
2,037
+859
1157
$50K ﹤0.01%
1,147
+117
1158
$50K ﹤0.01%
316
1159
$50K ﹤0.01%
275
-3
1160
$50K ﹤0.01%
3,824
1161
$49K ﹤0.01%
4,140
-22,852
1162
$49K ﹤0.01%
1,723
+1,386
1163
$49K ﹤0.01%
1,168
-30
1164
$49K ﹤0.01%
720
1165
$49K ﹤0.01%
10,865
1166
$48K ﹤0.01%
2,170
-265
1167
$48K ﹤0.01%
1,500
1168
$48K ﹤0.01%
2,439
1169
$48K ﹤0.01%
1,200
1170
$48K ﹤0.01%
+1,197
1171
$48K ﹤0.01%
5,133
-2,600
1172
$48K ﹤0.01%
1,873
1173
$48K ﹤0.01%
785
+55
1174
$47K ﹤0.01%
541
-21,322
1175
$47K ﹤0.01%
1,412
+3
45 46
47
48 49