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
1451
$15K ﹤0.01%
860
-4
1452
$14K ﹤0.01%
2,500
1453
$14K ﹤0.01%
336
+36
1454
$14K ﹤0.01%
200
1455
$14K ﹤0.01%
+200
1456
$14K ﹤0.01%
+285
1457
$14K ﹤0.01%
272
+72
1458
$14K ﹤0.01%
+1,032
1459
$14K ﹤0.01%
1,286
1460
$14K ﹤0.01%
338
1461
$14K ﹤0.01%
437
+295
1462
$14K ﹤0.01%
150
1463
$14K ﹤0.01%
529
-247
1464
$14K ﹤0.01%
+746
1465
$14K ﹤0.01%
545
1466
$14K ﹤0.01%
250
1467
$14K ﹤0.01%
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1468
$13K ﹤0.01%
1,486
1469
$13K ﹤0.01%
221
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1470
$13K ﹤0.01%
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1471
$13K ﹤0.01%
400
1472
$13K ﹤0.01%
262
+2
1473
$13K ﹤0.01%
230
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1474
$13K ﹤0.01%
1,000
1475
$13K ﹤0.01%
536
-77,706
57 58
59
60 61