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
301
$8.43M 0.04%
+230,946
302
$8.34M 0.04%
96,637
+13,551
303
$8.29M 0.04%
280,790
+110,990
304
$8.22M 0.04%
38,989
-1,120
305
$7.93M 0.03%
56,520
-4,871
306
$7.86M 0.03%
38,456
+1,219
307
$7.77M 0.03%
256,536
+29
308
$7.6M 0.03%
22,498
+2,307
309
$7.59M 0.03%
412,602
-47,286
310
$7.55M 0.03%
296,653
+153,997
311
$7.36M 0.03%
73,659
-39,732
312
$7.26M 0.03%
250,558
+250,068
313
$7.18M 0.03%
290,992
+43,508
314
$7.18M 0.03%
131,082
+836
315
$7.18M 0.03%
99,392
+1,243
316
$7.01M 0.03%
63,681
+282
317
$6.99M 0.03%
158,076
+3,176
318
$6.92M 0.03%
44,516
+15,867
319
$6.8M 0.03%
308,675
+1,395
320
$6.78M 0.03%
65,725
-1,762
321
$6.45M 0.03%
60,469
-2,911
322
$6.28M 0.03%
257,251
+1,414
323
$6.15M 0.03%
41,731
+6,180
324
$6.13M 0.03%
50,324
+736
325
$6.13M 0.03%
88,318
-4,566
11 12
13
14 15