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
1601
$7K ﹤0.01%
1,000
1602
$7K ﹤0.01%
+45
1603
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153
1604
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115
1605
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1606
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200
1607
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90
1608
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614
1609
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448
1610
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685
1611
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123
+14
1612
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350
1613
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63
-14,232
1614
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197
1615
$7K ﹤0.01%
+167
1616
$7K ﹤0.01%
126
1617
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100
1618
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1619
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270
-60
1620
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114
+1
1621
$6K ﹤0.01%
+728
1622
$6K ﹤0.01%
+500
1623
$6K ﹤0.01%
224
-51
1624
$6K ﹤0.01%
150
1625
$6K ﹤0.01%
68
63 64
65
66 67