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
1276
$31K ﹤0.01%
1,400
-10,648
1277
$31K ﹤0.01%
1,600
1278
$31K ﹤0.01%
1,594
+1,394
1279
$31K ﹤0.01%
1,372
1280
$30K ﹤0.01%
423
-440
1281
$30K ﹤0.01%
+1,575
1282
$30K ﹤0.01%
1,400
-1,500
1283
$30K ﹤0.01%
689
+51
1284
$30K ﹤0.01%
1,150
+350
1285
$29K ﹤0.01%
1,476
+496
1286
$29K ﹤0.01%
1,000
1287
$29K ﹤0.01%
925
-960
1288
$29K ﹤0.01%
330
-45
1289
$29K ﹤0.01%
651
-16,212
1290
$29K ﹤0.01%
522
-488
1291
$29K ﹤0.01%
2,108
1292
$29K ﹤0.01%
2,000
1293
$29K ﹤0.01%
644
+54
1294
$29K ﹤0.01%
450
-150
1295
$28K ﹤0.01%
708
-515
1296
$28K ﹤0.01%
447
1297
$28K ﹤0.01%
+1,920
1298
$28K ﹤0.01%
139
+14
1299
$28K ﹤0.01%
403
1300
$28K ﹤0.01%
960
50 51
52
53 54