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
226
$16.3M 0.07%
755,784
+9,048
227
$16.3M 0.07%
150,140
-801
228
$16.2M 0.07%
982,860
+11,640
229
$16M 0.07%
185,306
-65
230
$15.9M 0.07%
279,477
+1,096
231
$15.6M 0.07%
410,500
+25,205
232
$15.3M 0.07%
281,837
-58,057
233
$15.2M 0.07%
156,445
-55,122
234
$15.1M 0.07%
347,820
-1,023,328
235
$15.1M 0.07%
144,979
+994
236
$15.1M 0.07%
56,084
+2,575
237
$14.9M 0.06%
64,301
-154,147
238
$14.6M 0.06%
125,020
-93,103
239
$14.6M 0.06%
106,478
+2,004
240
$14.4M 0.06%
285,800
+1,608
241
$14.2M 0.06%
186,855
-28,057
242
$14.1M 0.06%
92,256
-154,245
243
$14.1M 0.06%
169,971
+7,738
244
$14.1M 0.06%
89,987
+1,307
245
$14M 0.06%
82,083
-8,164
246
$14M 0.06%
118,209
+3,930
247
$14M 0.06%
185,521
+15,939
248
$14M 0.06%
58,136
-35
249
$13.7M 0.06%
361,826
+9,410
250
$13.7M 0.06%
212,166
+4,560
8 9
10
11 12