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
1526
$10K ﹤0.01%
12
1527
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549
1528
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400
1529
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+311
1530
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142
1531
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96
-235
1532
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+350
1533
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500
1534
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198
+1
1535
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+200
1536
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208
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1537
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1538
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600
-3,544
1539
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1540
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200
-100
1541
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1542
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600
1543
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800
1544
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284
-106
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+300
1546
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130
1547
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370
+70
1548
$9K ﹤0.01%
1,861
-4,000
1549
$9K ﹤0.01%
125
1550
$9K ﹤0.01%
455
60 61
62
63 64