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
1426
$17K ﹤0.01%
1,420
1427
$16K ﹤0.01%
3,242
1428
$16K ﹤0.01%
193
+68
1429
$16K ﹤0.01%
221
-48
1430
$16K ﹤0.01%
365
1431
$16K ﹤0.01%
385
-50
1432
$16K ﹤0.01%
441
+425
1433
$16K ﹤0.01%
+839
1434
$16K ﹤0.01%
+281
1435
$16K ﹤0.01%
1,150
-3,400
1436
$15K ﹤0.01%
541
+141
1437
$15K ﹤0.01%
347
+4
1438
$15K ﹤0.01%
247
+80
1439
$15K ﹤0.01%
1,659
+14
1440
$15K ﹤0.01%
505
+5
1441
$15K ﹤0.01%
+301
1442
$15K ﹤0.01%
208
1443
$15K ﹤0.01%
305
+105
1444
$15K ﹤0.01%
196
-50
1445
$15K ﹤0.01%
205
1446
$15K ﹤0.01%
500
-5
1447
$15K ﹤0.01%
+333
1448
$15K ﹤0.01%
1,000
1449
$15K ﹤0.01%
175
1450
$15K ﹤0.01%
+200
56 57
58
59 60