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%
10
1902
$1K ﹤0.01%
+76
1903
$1K ﹤0.01%
265
1904
$1K ﹤0.01%
+81
1905
$1K ﹤0.01%
90
1906
$1K ﹤0.01%
+16
1907
$1K ﹤0.01%
100
1908
– –
0
1909
$1K ﹤0.01%
500
1910
$1K ﹤0.01%
375
1911
$1K ﹤0.01%
6
1912
$1K ﹤0.01%
9
1913
$1K ﹤0.01%
165
-147
1914
$1K ﹤0.01%
39
1915
$1K ﹤0.01%
1,000
1916
$1K ﹤0.01%
110
1917
$1K ﹤0.01%
+33
1918
$1K ﹤0.01%
2,394
1919
– –
-29
1920
$0 ﹤0.01%
14
1921
– –
-47
1922
$0 ﹤0.01%
+5
1923
– –
-60
1924
– –
-1,108
1925
$0 ﹤0.01%
15
-2,421
75 76
77
78 79