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
426
$3.13M 0.01%
57,413
-3,435
427
$3.11M 0.01%
44,567
+3,188
428
$2.98M 0.01%
64,234
429
$2.93M 0.01%
29,488
-127,558
430
$2.92M 0.01%
19,331
-327
431
$2.87M 0.01%
56,959
-409,557
432
$2.85M 0.01%
97,981
-285,062
433
$2.83M 0.01%
232,627
434
$2.79M 0.01%
73,969
-10,196
435
$2.79M 0.01%
60,956
-55,318
436
$2.72M 0.01%
31,798
-8,077
437
$2.72M 0.01%
+11,650
438
$2.7M 0.01%
29,659
-2,493
439
$2.66M 0.01%
69,618
+15,564
440
$2.63M 0.01%
12,715
-565
441
$2.61M 0.01%
63,829
+4,932
442
$2.55M 0.01%
32,752
-2,129
443
$2.53M 0.01%
11,008
+10,413
444
$2.51M 0.01%
64,334
+13,634
445
$2.5M 0.01%
30,747
-11,762
446
$2.49M 0.01%
22,865
-146
447
$2.48M 0.01%
156,330
-16,307
448
$2.48M 0.01%
42,586
+6,982
449
$2.43M 0.01%
87,246
-2,382
450
$2.42M 0.01%
24,438
+1,334
16 17
18
19 20