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
1801
$2K ﹤0.01%
132
-14,663
1802
$2K ﹤0.01%
+24
1803
$2K ﹤0.01%
200
1804
$2K ﹤0.01%
+43
1805
$2K ﹤0.01%
+31
1806
$2K ﹤0.01%
+6
1807
$2K ﹤0.01%
20
-20
1808
$2K ﹤0.01%
59
1809
$2K ﹤0.01%
84
+63
1810
$2K ﹤0.01%
49
-88
1811
$2K ﹤0.01%
30
1812
$2K ﹤0.01%
100
-400
1813
$2K ﹤0.01%
+43
1814
$2K ﹤0.01%
260
1815
$2K ﹤0.01%
212
1816
$2K ﹤0.01%
+125
1817
$2K ﹤0.01%
+46
1818
$2K ﹤0.01%
50
1819
$2K ﹤0.01%
+18
1820
$2K ﹤0.01%
+19
1821
$2K ﹤0.01%
+29
1822
$2K ﹤0.01%
100
1823
$2K ﹤0.01%
+10
1824
$2K ﹤0.01%
151
1825
$2K ﹤0.01%
130
71 72
73
74 75