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
401
$3.52M 0.02%
126,182
402
$3.52M 0.02%
21,753
+1,500
403
$3.51M 0.02%
48,330
-710,458
404
$3.5M 0.02%
40,663
-126
405
$3.49M 0.02%
31,927
+681
406
$3.48M 0.02%
24,679
-23,690
407
$3.47M 0.02%
113,911
+285
408
$3.45M 0.02%
35,298
+6,836
409
$3.42M 0.01%
53,061
+11,630
410
$3.41M 0.01%
56,887
-4,331
411
$3.39M 0.01%
52,179
-3,460
412
$3.38M 0.01%
118,300
413
$3.35M 0.01%
99,354
+64,856
414
$3.33M 0.01%
24,016
+1,519
415
$3.33M 0.01%
17,582
-1,084
416
$3.33M 0.01%
29,173
-750
417
$3.31M 0.01%
41,582
+14,717
418
$3.31M 0.01%
23,789
+2,030
419
$3.3M 0.01%
65,213
+30,987
420
$3.29M 0.01%
41,210
-2,572
421
$3.24M 0.01%
30,603
+1,323
422
$3.22M 0.01%
146,780
423
$3.21M 0.01%
26,492
-1,589
424
$3.19M 0.01%
51,200
425
$3.14M 0.01%
58,499
+35
15 16
17
18 19