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
1551
$9K ﹤0.01%
550
+300
1552
$9K ﹤0.01%
+190
1553
$9K ﹤0.01%
590
1554
$9K ﹤0.01%
100
1555
$9K ﹤0.01%
224
1556
$9K ﹤0.01%
286
-1,281
1557
$9K ﹤0.01%
458
1558
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116
1559
$9K ﹤0.01%
135
-328
1560
$9K ﹤0.01%
100
1561
$9K ﹤0.01%
941
+165
1562
$9K ﹤0.01%
+600
1563
$9K ﹤0.01%
345
-50
1564
$9K ﹤0.01%
250
1565
$9K ﹤0.01%
500
1566
$9K ﹤0.01%
15,000
1567
$9K ﹤0.01%
260
1568
$8K ﹤0.01%
55
-4
1569
$8K ﹤0.01%
231
1570
$8K ﹤0.01%
+256
1571
$8K ﹤0.01%
2,450
1572
$8K ﹤0.01%
202
+59
1573
$8K ﹤0.01%
87
+12
1574
$8K ﹤0.01%
+1,000
1575
$8K ﹤0.01%
160
61 62
63
64 65