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
1301
$28K ﹤0.01%
2,500
1302
$27K ﹤0.01%
936
+36
1303
$27K ﹤0.01%
1,150
1304
$27K ﹤0.01%
+1,440
1305
$27K ﹤0.01%
1,956
1306
$27K ﹤0.01%
1,000
1307
$27K ﹤0.01%
1,000
1308
$27K ﹤0.01%
1,332
+51
1309
$27K ﹤0.01%
240
-14,927
1310
$27K ﹤0.01%
1,395
+395
1311
$27K ﹤0.01%
1,108
-33
1312
$27K ﹤0.01%
1,056
-6,795
1313
$27K ﹤0.01%
500
1314
$26K ﹤0.01%
1,000
1315
$26K ﹤0.01%
1,467
1316
$26K ﹤0.01%
+750
1317
$26K ﹤0.01%
1,000
1318
$26K ﹤0.01%
2,986
-900
1319
$26K ﹤0.01%
4,300
-5,700
1320
$26K ﹤0.01%
205
1321
$26K ﹤0.01%
520
1322
$26K ﹤0.01%
399
1323
$26K ﹤0.01%
+3,970
1324
$26K ﹤0.01%
+1,300
1325
$26K ﹤0.01%
1,700
-24,800
51 52
53
54 55