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
1826
$2K ﹤0.01%
200
1827
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697
1828
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1829
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1830
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1831
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1834
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+55
1835
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25
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1836
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1837
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105
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1839
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6
1840
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1841
$1K ﹤0.01%
165
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1842
$1K ﹤0.01%
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+24
1845
$1K ﹤0.01%
5
-7,550
1846
$1K ﹤0.01%
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1847
$1K ﹤0.01%
+109
1848
$1K ﹤0.01%
22
+2
1849
$1K ﹤0.01%
19
-37
1850
$1K ﹤0.01%
37
-21
72 73
74
75 76