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
1676
$5K ﹤0.01%
99
1677
$5K ﹤0.01%
200
-40
1678
$5K ﹤0.01%
184
1679
$5K ﹤0.01%
159
1680
$5K ﹤0.01%
13,518
1681
$5K ﹤0.01%
165
1682
$5K ﹤0.01%
19,205
1683
$5K ﹤0.01%
345
1684
$5K ﹤0.01%
148
1685
$5K ﹤0.01%
3,362
1686
$4K ﹤0.01%
102
1687
$4K ﹤0.01%
226
1688
$4K ﹤0.01%
2,600
+1,600
1689
$4K ﹤0.01%
2,000
1690
$4K ﹤0.01%
45
1691
$4K ﹤0.01%
100
1692
$4K ﹤0.01%
63
-36
1693
$4K ﹤0.01%
2,000
1694
$4K ﹤0.01%
+33
1695
$4K ﹤0.01%
500
1696
$4K ﹤0.01%
148
1697
$4K ﹤0.01%
+525
1698
$4K ﹤0.01%
201
1699
$4K ﹤0.01%
+42
1700
$4K ﹤0.01%
+68
66 67
68
69 70