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
1251
$34K ﹤0.01%
589
1252
$34K ﹤0.01%
915
1253
$34K ﹤0.01%
600
1254
$34K ﹤0.01%
+1,818
1255
$34K ﹤0.01%
1,186
1256
$34K ﹤0.01%
350
1257
$34K ﹤0.01%
400
-25
1258
$34K ﹤0.01%
2,000
1259
$33K ﹤0.01%
1,000
1260
$33K ﹤0.01%
1,236
1261
$33K ﹤0.01%
690
1262
$33K ﹤0.01%
450
1263
$33K ﹤0.01%
2,000
1264
$33K ﹤0.01%
2,418
+69
1265
$33K ﹤0.01%
+3,496
1266
$32K ﹤0.01%
521
-3,743
1267
$32K ﹤0.01%
1,817
-106,426
1268
$32K ﹤0.01%
251
+25
1269
$32K ﹤0.01%
700
1270
$32K ﹤0.01%
1,083
1271
$31K ﹤0.01%
1,200
1272
$31K ﹤0.01%
285
+5
1273
$31K ﹤0.01%
790
-85
1274
$31K ﹤0.01%
225
1275
$31K ﹤0.01%
1,750
49 50
51
52 53