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
1501
$12K ﹤0.01%
200
1502
$11K ﹤0.01%
1,685
-732
1503
$11K ﹤0.01%
25,000
1504
$11K ﹤0.01%
461
+45
1505
$11K ﹤0.01%
559
+6
1506
$11K ﹤0.01%
500
-735
1507
$11K ﹤0.01%
362
1508
$11K ﹤0.01%
+150
1509
$11K ﹤0.01%
150
1510
$11K ﹤0.01%
688
+7
1511
$11K ﹤0.01%
90
-30
1512
$11K ﹤0.01%
200
1513
$11K ﹤0.01%
1,090
-1,560
1514
$11K ﹤0.01%
286
1515
$11K ﹤0.01%
612
+150
1516
$11K ﹤0.01%
197
1517
$11K ﹤0.01%
200
+176
1518
$11K ﹤0.01%
1,077
1519
$11K ﹤0.01%
1,270
1520
$11K ﹤0.01%
140
1521
$11K ﹤0.01%
18
1522
$11K ﹤0.01%
260
1523
$11K ﹤0.01%
185
-172
1524
$11K ﹤0.01%
239
-47
1525
$10K ﹤0.01%
80
59 60
61
62 63