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
1201
$42K ﹤0.01%
720
-5,060
1202
$42K ﹤0.01%
679
+404
1203
$42K ﹤0.01%
625
+425
1204
$42K ﹤0.01%
4,910
1205
$41K ﹤0.01%
828
1206
$41K ﹤0.01%
625
+116
1207
$41K ﹤0.01%
185
-2,055
1208
$41K ﹤0.01%
2,800
1209
$40K ﹤0.01%
1,450
-2,528
1210
$40K ﹤0.01%
766
+400
1211
$40K ﹤0.01%
1,260
+5
1212
$40K ﹤0.01%
835
1213
$40K ﹤0.01%
1,682
-15,522
1214
$40K ﹤0.01%
300
1215
$40K ﹤0.01%
848
+13
1216
$40K ﹤0.01%
1,000
-1,158
1217
$39K ﹤0.01%
1,000
1218
$39K ﹤0.01%
+1,067
1219
$39K ﹤0.01%
235
+37
1220
$39K ﹤0.01%
+1,440
1221
$39K ﹤0.01%
1,630
+3
1222
$39K ﹤0.01%
622
+29
1223
$39K ﹤0.01%
979
+4
1224
$38K ﹤0.01%
800
1225
$38K ﹤0.01%
827
-194
47 48
49
50 51