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
1701
$4K ﹤0.01%
75
1702
$4K ﹤0.01%
100
1703
$4K ﹤0.01%
105
1704
$4K ﹤0.01%
+34
1705
$4K ﹤0.01%
1,000
-3,968
1706
$4K ﹤0.01%
+166
1707
$4K ﹤0.01%
100
1708
$4K ﹤0.01%
180
1709
$4K ﹤0.01%
270
-55
1710
$4K ﹤0.01%
51
-37
1711
$4K ﹤0.01%
+66
1712
$4K ﹤0.01%
141
1713
$4K ﹤0.01%
239
+220
1714
$4K ﹤0.01%
120
-36
1715
$4K ﹤0.01%
225
1716
$4K ﹤0.01%
36
-10,012
1717
$4K ﹤0.01%
72
1718
$4K ﹤0.01%
150
1719
$4K ﹤0.01%
+39
1720
$4K ﹤0.01%
100
1721
$4K ﹤0.01%
462
+431
1722
$4K ﹤0.01%
72
-56
1723
$4K ﹤0.01%
148
1724
$4K ﹤0.01%
95
1725
$4K ﹤0.01%
88
67 68
69
70 71