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
1876
$1K ﹤0.01%
+73
1877
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19
1878
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+42
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1880
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1881
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1882
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129
+104
1883
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1884
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1885
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+81
1886
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90
1887
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1888
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100
1889
– –
0
1890
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500
1891
$1K ﹤0.01%
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1892
$1K ﹤0.01%
5
1893
$1K ﹤0.01%
34
-796
1894
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48
-1,708
1895
$1K ﹤0.01%
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1896
$1K ﹤0.01%
+25
1897
$1K ﹤0.01%
22
1898
$1K ﹤0.01%
185
-16,127
1899
$1K ﹤0.01%
39
1900
$1K ﹤0.01%
50
74 75
76
77 78