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
26
$186M 0.81%
901,695
+28,391
27
$186M 0.81%
3,584,700
-47,820
28
$184M 0.8%
1,330,429
+18,933
29
$178M 0.77%
2,491,362
+9,282
30
$174M 0.76%
3,798,666
+6,874
31
$173M 0.75%
2,183,980
+400,299
32
$173M 0.75%
3,297,545
-44,563
33
$168M 0.73%
310,132
-57,494
34
$167M 0.72%
508,211
-486
35
$164M 0.71%
2,816,720
-248,136
36
$163M 0.71%
1,211,314
-11,419
37
$155M 0.67%
918,139
-5,942
38
$155M 0.67%
1,364,980
-24,129
39
$152M 0.66%
941,861
-6,802
40
$150M 0.65%
2,072,080
+290,216
41
$144M 0.62%
653,701
-11,887
42
$142M 0.62%
1,764,468
-6,232
43
$139M 0.6%
2,742,736
-15,047
44
$137M 0.6%
1,205,331
+307,692
45
$137M 0.59%
2,633,129
-2,700
46
$135M 0.58%
1,396,792
+186,333
47
$132M 0.57%
2,379,870
+121,541
48
$131M 0.57%
817,971
-329,265
49
$130M 0.56%
2,787,711
+41,598
50
$128M 0.56%
886,472
-6,258
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