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
1476
$13K ﹤0.01%
701
+2
1477
$13K ﹤0.01%
2,500
1478
$13K ﹤0.01%
520
1479
$13K ﹤0.01%
100
1480
$13K ﹤0.01%
260
1481
$13K ﹤0.01%
1,276
1482
$13K ﹤0.01%
700
1483
$13K ﹤0.01%
7,335
1484
$12K ﹤0.01%
133
+127
1485
$12K ﹤0.01%
+300
1486
$12K ﹤0.01%
900
1487
$12K ﹤0.01%
271
1488
$12K ﹤0.01%
333
1489
$12K ﹤0.01%
200
1490
$12K ﹤0.01%
2,553
1491
$12K ﹤0.01%
438
+8
1492
$12K ﹤0.01%
+300
1493
$12K ﹤0.01%
480
1494
$12K ﹤0.01%
198
+190
1495
$12K ﹤0.01%
384
-269
1496
$12K ﹤0.01%
106
+8
1497
$12K ﹤0.01%
+1,099
1498
$12K ﹤0.01%
430
-13,882
1499
$12K ﹤0.01%
500
1500
$12K ﹤0.01%
60
-10
58 59
60
61 62