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
1726
– –
0
1727
$4K ﹤0.01%
230
-274
1728
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1729
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145
-7
1730
$3K ﹤0.01%
+100
1731
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1732
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1733
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60
+1
1734
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1735
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207
1736
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1737
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1738
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1739
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1740
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1741
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28
+16
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1743
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+229
1744
$3K ﹤0.01%
295
1745
$3K ﹤0.01%
3,000
1746
$3K ﹤0.01%
81
1747
$3K ﹤0.01%
100
1748
$3K ﹤0.01%
+78
1749
$3K ﹤0.01%
48
1750
$3K ﹤0.01%
10
68 69
70
71 72