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
1901
$1K ﹤0.01%
+2
1902
$1K ﹤0.01%
+37
1903
$1K ﹤0.01%
204
-1,000
1904
$1K ﹤0.01%
60
1905
$1K ﹤0.01%
+41
1906
$1K ﹤0.01%
+25
1907
$1K ﹤0.01%
+100
1908
$1K ﹤0.01%
74
-178
1909
$1K ﹤0.01%
39
1910
$1K ﹤0.01%
1,000
1911
$1K ﹤0.01%
110
1912
$1K ﹤0.01%
+33
1913
$1K ﹤0.01%
2,394
1914
$1K ﹤0.01%
100
1915
$1K ﹤0.01%
10
1916
$1K ﹤0.01%
1
-6
1917
$1K ﹤0.01%
600
1918
$1K ﹤0.01%
1,250
1919
– –
-143
1920
– –
-295
1921
– –
-195
1922
– –
-23,412
1923
– –
-1,015
1924
– –
-12
1925
– –
-143
75 76
77
78 79