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
1376
$21K ﹤0.01%
526
1377
$21K ﹤0.01%
492
+5
1378
$21K ﹤0.01%
615
-2,416
1379
$21K ﹤0.01%
875
1380
$21K ﹤0.01%
947
+17
1381
$21K ﹤0.01%
86
-43
1382
$21K ﹤0.01%
1,000
1383
$21K ﹤0.01%
+400
1384
$21K ﹤0.01%
1,332
-24,374
1385
$20K ﹤0.01%
+1,000
1386
$20K ﹤0.01%
747
+237
1387
$20K ﹤0.01%
869
+837
1388
$20K ﹤0.01%
2,000
1389
$20K ﹤0.01%
182
+168
1390
$20K ﹤0.01%
1,000
1391
$20K ﹤0.01%
650
1392
$20K ﹤0.01%
800
1393
$20K ﹤0.01%
412
+270
1394
$20K ﹤0.01%
2,683
1395
$20K ﹤0.01%
500
1396
$19K ﹤0.01%
3,186
+1,500
1397
$19K ﹤0.01%
+360
1398
$19K ﹤0.01%
265
1399
$19K ﹤0.01%
304
1400
$19K ﹤0.01%
+1,158
54 55
56
57 58