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
1751
$3K ﹤0.01%
+112
1752
$3K ﹤0.01%
92
+90
1753
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600
1754
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+59
1755
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100
1756
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429
1757
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200
+175
1758
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80
-39
1759
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95
+5
1760
– –
0
1761
$3K ﹤0.01%
76
+1
1762
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60
1763
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135
1764
$3K ﹤0.01%
500
1765
$3K ﹤0.01%
+100
1766
$3K ﹤0.01%
61
-11,505
1767
$3K ﹤0.01%
300
1768
$3K ﹤0.01%
100
1769
$3K ﹤0.01%
+50
1770
$3K ﹤0.01%
600
1771
$3K ﹤0.01%
193
-5
1772
$3K ﹤0.01%
+81
1773
$3K ﹤0.01%
+214
1774
$3K ﹤0.01%
22
1775
$3K ﹤0.01%
5,000
69 70
71
72 73