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
351
$4.97M 0.02%
67,952
+19,868
352
$4.92M 0.02%
68,447
+8,354
353
$4.92M 0.02%
81,714
-10,886
354
$4.91M 0.02%
51,832
+541
355
$4.88M 0.02%
36,072
+7,443
356
$4.88M 0.02%
25,632
-4,543
357
$4.88M 0.02%
15,911
+2,731
358
$4.88M 0.02%
31,561
+1,519
359
$4.86M 0.02%
52,439
+2,073
360
$4.85M 0.02%
44,253
-6,549
361
$4.83M 0.02%
52,935
+222
362
$4.7M 0.02%
95,964
-6,342,810
363
$4.7M 0.02%
67,310
+963
364
$4.7M 0.02%
70,885
+28,799
365
$4.64M 0.02%
61,925
-202
366
$4.63M 0.02%
737,494
+149,300
367
$4.54M 0.02%
214,234
+46,887
368
$4.44M 0.02%
45,241
+3,175
369
$4.43M 0.02%
74,827
+1,022
370
$4.41M 0.02%
44,267
-5,260
371
$4.39M 0.02%
139,465
+22,341
372
$4.38M 0.02%
64,952
+9,172
373
$4.37M 0.02%
172,040
+152,979
374
$4.28M 0.02%
68,941
+14,136
375
$4.24M 0.02%
50,368
+235
13 14
15
16 17