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
451
$2.42M 0.01%
76,101
-3,810
452
$2.39M 0.01%
15,503
-350
453
$2.38M 0.01%
36,148
-5,757
454
$2.38M 0.01%
28,791
+9,462
455
$2.36M 0.01%
16,953
-127
456
$2.35M 0.01%
21,044
+631
457
$2.33M 0.01%
53,231
-79
458
$2.33M 0.01%
41,030
-1,012
459
$2.32M 0.01%
13,320
-331
460
$2.3M 0.01%
43,882
461
$2.3M 0.01%
29,005
+21,909
462
$2.3M 0.01%
1,351,023
+27,917
463
$2.29M 0.01%
62,922
-576
464
$2.29M 0.01%
60,873
-2,252
465
$2.25M 0.01%
38,452
-8,763
466
$2.2M 0.01%
84,896
-8,815
467
$2.19M 0.01%
42,520
-1,146
468
$2.15M 0.01%
33,277
-8,524
469
$2.14M 0.01%
34,341
-936
470
$2.13M 0.01%
29,760
-2,766
471
$2.11M 0.01%
48,731
-2,935
472
$2.1M 0.01%
96,054
-2,238
473
$2.09M 0.01%
117,945
-17,715
474
$2.08M 0.01%
19,418
-5,234
475
$2.06M 0.01%
28,617
+809
17 18
19
20 21