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
1176
$47K ﹤0.01%
472
+100
1177
$47K ﹤0.01%
500
1178
$47K ﹤0.01%
2,000
+1,400
1179
$47K ﹤0.01%
455
1180
$46K ﹤0.01%
1,180
+36
1181
$46K ﹤0.01%
1,605
+1
1182
$46K ﹤0.01%
17,095
+15,795
1183
$45K ﹤0.01%
1,313
+213
1184
$45K ﹤0.01%
+935
1185
$45K ﹤0.01%
1,219
+270
1186
$45K ﹤0.01%
3,717
+61
1187
$45K ﹤0.01%
8,840
-100
1188
$44K ﹤0.01%
4,412
-568
1189
$44K ﹤0.01%
698
+40
1190
$44K ﹤0.01%
374
1191
$44K ﹤0.01%
477
+42
1192
$43K ﹤0.01%
928
1193
$43K ﹤0.01%
370
-62
1194
$43K ﹤0.01%
2,000
1195
$43K ﹤0.01%
3,285
+440
1196
$43K ﹤0.01%
560
1197
$43K ﹤0.01%
1,066
1198
$43K ﹤0.01%
5,000
1199
$42K ﹤0.01%
400
1200
$42K ﹤0.01%
1,016
+16
46 47
48
49 50