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
1401
$19K ﹤0.01%
254
+81
1402
$19K ﹤0.01%
1,000
-2,300
1403
$19K ﹤0.01%
644
-72
1404
$19K ﹤0.01%
475
+275
1405
$19K ﹤0.01%
231
+53
1406
$18K ﹤0.01%
1,000
-4,742
1407
$18K ﹤0.01%
452
-108
1408
$18K ﹤0.01%
+70
1409
$18K ﹤0.01%
1,450
+450
1410
$18K ﹤0.01%
624
1411
– –
0
1412
$18K ﹤0.01%
1,723
+1,469
1413
$17K ﹤0.01%
847
1414
$17K ﹤0.01%
800
+400
1415
$17K ﹤0.01%
382
1416
$17K ﹤0.01%
200
1417
$17K ﹤0.01%
264
1418
$17K ﹤0.01%
138
-31
1419
$17K ﹤0.01%
+415
1420
$17K ﹤0.01%
380
-105
1421
$17K ﹤0.01%
306
-30,860
1422
$17K ﹤0.01%
200
1423
– –
0
1424
$17K ﹤0.01%
1,000
-1,000
1425
$17K ﹤0.01%
650
+150
55 56
57
58 59