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
1576
$8K ﹤0.01%
+200
1577
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219
+1
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1580
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1581
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1582
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119
1583
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1584
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1585
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1586
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102
1587
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373
+71
1588
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200
1589
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700
1590
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142
+2
1591
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266
1592
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385
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99
1594
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250
1595
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245
+45
1596
$7K ﹤0.01%
121
-26
1597
$7K ﹤0.01%
130
-33,276
1598
$7K ﹤0.01%
110
-11
1599
$7K ﹤0.01%
1,000
1600
$7K ﹤0.01%
+222
62 63
64
65 66