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
1651
$5K ﹤0.01%
60
1652
$5K ﹤0.01%
3
1653
$5K ﹤0.01%
96
-795
1654
$5K ﹤0.01%
17,945
1655
$5K ﹤0.01%
246
1656
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97
-3
1657
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250
1658
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1659
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1660
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86
+24
1661
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200
+190
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+61
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$5K ﹤0.01%
+99
1664
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236
1665
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183
1666
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1667
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+32
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100
1669
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91
1670
$5K ﹤0.01%
355
-86
1671
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1672
$5K ﹤0.01%
173
-845
1673
$5K ﹤0.01%
80
1674
$5K ﹤0.01%
129
+62
1675
$5K ﹤0.01%
126
65 66
67
68 69