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
326
$6.11M 0.03%
74,012
+903
327
$6.11M 0.03%
95,694
-1,994
328
$6.1M 0.03%
172,278
-58,820
329
$6.05M 0.03%
219,490
+8,705
330
$6.04M 0.03%
27,350
-3,062
331
$5.96M 0.03%
148,069
-2,510
332
$5.9M 0.03%
140,244
-3,200
333
$5.86M 0.03%
16,788
+539
334
$5.84M 0.03%
96,530
-1,045
335
$5.77M 0.03%
611,532
-150,000
336
$5.77M 0.03%
28,419
-13,403
337
$5.75M 0.03%
673,518
+673,492
338
$5.7M 0.02%
77,871
+6,220
339
$5.68M 0.02%
59,202
+20,009
340
$5.58M 0.02%
123,768
-13,465
341
$5.57M 0.02%
20,356
-49
342
$5.52M 0.02%
19,560
-355
343
$5.37M 0.02%
232,156
-31,050
344
$5.31M 0.02%
121,257
+31,657
345
$5.28M 0.02%
35,353
+9,328
346
$5.24M 0.02%
69,488
-8,027
347
$5.19M 0.02%
300,000
-583,351
348
$5.13M 0.02%
86,849
+14,768
349
$5M 0.02%
51,231
-65
350
$4.99M 0.02%
128,724
+22,456
12 13
14
15 16