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
1226
$38K ﹤0.01%
1,510
-595
1227
$38K ﹤0.01%
940
1228
$38K ﹤0.01%
1,666
-199
1229
$37K ﹤0.01%
1,357
+282
1230
$37K ﹤0.01%
696
-12,939
1231
$37K ﹤0.01%
4,160
-190
1232
$37K ﹤0.01%
1,000
-1,510
1233
$37K ﹤0.01%
839
+312
1234
$37K ﹤0.01%
1,666
1235
$36K ﹤0.01%
485
1236
$36K ﹤0.01%
1,570
1237
$36K ﹤0.01%
780
1238
$36K ﹤0.01%
1,222
-1,397
1239
$36K ﹤0.01%
2,244
-45
1240
$36K ﹤0.01%
266
-157
1241
$36K ﹤0.01%
920
-65
1242
$35K ﹤0.01%
500
1243
$35K ﹤0.01%
1,424
1244
$35K ﹤0.01%
4,564
+278
1245
$35K ﹤0.01%
522
+21
1246
$35K ﹤0.01%
783
1247
$35K ﹤0.01%
+400
1248
$35K ﹤0.01%
584
+124
1249
$34K ﹤0.01%
903
+32
1250
$34K ﹤0.01%
1,009
-2,676
48 49
50
51 52