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
376
$4.21M 0.02%
125,546
-18,233
377
$4.18M 0.02%
64,346
+5,855
378
$4.18M 0.02%
185,727
+54,049
379
$4.17M 0.02%
25,721
-16,636
380
$4.13M 0.02%
302,335
+560
381
$4.12M 0.02%
77,010
-487
382
$4.05M 0.02%
207,157
+77,585
383
$3.99M 0.02%
21,272
+689
384
$3.98M 0.02%
46,225
-48
385
$3.91M 0.02%
113,210
+17,694
386
$3.91M 0.02%
41,086
+6,054
387
$3.88M 0.02%
175,204
+4,909
388
$3.87M 0.02%
72,476
+15,510
389
$3.86M 0.02%
92,574
-6,154
390
$3.81M 0.02%
60,815
+7,304
391
$3.75M 0.02%
10,516
+2,093
392
$3.7M 0.02%
93,263
+12,870
393
$3.69M 0.02%
77,296
+27,414
394
$3.66M 0.02%
14,538
+662
395
$3.65M 0.02%
186,508
396
$3.65M 0.02%
2,987
+6
397
$3.65M 0.02%
10,676
-285
398
$3.63M 0.02%
43,164
+3,344
399
$3.56M 0.02%
38,985
+7,893
400
$3.54M 0.02%
108,352
-746
14 15
16
17 18