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
251
$13.7M 0.06%
100,920
+13,418
252
$13.7M 0.06%
85,523
+12,210
253
$13.4M 0.06%
100,903
-25,262
254
$13.3M 0.06%
55,150
+290
255
$13.1M 0.06%
914,302
+15,230
256
$13M 0.06%
106,763
+1,254
257
$12.7M 0.06%
72,962
+1,171
258
$12.6M 0.05%
703,917
-207,358
259
$12.4M 0.05%
118,483
-373,356
260
$12.3M 0.05%
668,150
+13,390
261
$12.3M 0.05%
197,429
-14,180
262
$12.3M 0.05%
351,002
+557
263
$12.2M 0.05%
157,598
-37,040
264
$12.2M 0.05%
143,003
-6,175
265
$12M 0.05%
629,608
-175,274
266
$11.9M 0.05%
111,329
-3,654
267
$11.9M 0.05%
119,969
-1,242
268
$11.9M 0.05%
83,639
-12,868
269
$11.7M 0.05%
72,777
-783
270
$11.6M 0.05%
279,774
+6,780
271
$11.6M 0.05%
253,653
+13,221
272
$11.6M 0.05%
704,877
-2,920
273
$11.6M 0.05%
77,517
+13,737
274
$11.6M 0.05%
493,148
+11,577
275
$11.5M 0.05%
+332,389
9 10
11
12 13