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
1351
$24K ﹤0.01%
443
+6
1352
$24K ﹤0.01%
1,189
1353
$24K ﹤0.01%
1,050
1354
$24K ﹤0.01%
+4,040
1355
$23K ﹤0.01%
308
-94
1356
$23K ﹤0.01%
300
1357
$23K ﹤0.01%
278
+12
1358
$23K ﹤0.01%
600
1359
$23K ﹤0.01%
+1,500
1360
$23K ﹤0.01%
1,233
-147
1361
$22K ﹤0.01%
+3,071
1362
$22K ﹤0.01%
766
-166
1363
$22K ﹤0.01%
1,313
1364
$22K ﹤0.01%
+187
1365
$22K ﹤0.01%
700
1366
$22K ﹤0.01%
+200
1367
$22K ﹤0.01%
700
1368
$22K ﹤0.01%
263
1369
$22K ﹤0.01%
367
1370
$22K ﹤0.01%
1,268
+268
1371
$21K ﹤0.01%
174
+126
1372
$21K ﹤0.01%
350
-333
1373
$21K ﹤0.01%
932
+5
1374
$21K ﹤0.01%
309
1375
$21K ﹤0.01%
+835
53 54
55
56 57