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
476
$2.04M 0.01%
27,773
+3,066
477
$2.02M 0.01%
32,143
-239
478
$2.01M 0.01%
35,045
-442
479
$1.99M 0.01%
100,430
-3,170
480
$1.98M 0.01%
25,560
-3,005
481
$1.96M 0.01%
39,860
+36,724
482
$1.96M 0.01%
28,152
-5,491
483
$1.96M 0.01%
43,790
-4,825
484
$1.94M 0.01%
+60,655
485
$1.93M 0.01%
53,147
-1,545
486
$1.93M 0.01%
33,674
-2,930
487
$1.93M 0.01%
51,108
+33,574
488
$1.92M 0.01%
44,693
+5,997
489
$1.92M 0.01%
5,574
-105
490
$1.9M 0.01%
108,640
-33,611
491
$1.89M 0.01%
10,944
+10,539
492
$1.89M 0.01%
16,683
-2,049
493
$1.88M 0.01%
42,891
+42,558
494
$1.88M 0.01%
139,770
-2,335
495
$1.86M 0.01%
121,390
+37,025
496
$1.86M 0.01%
30,149
-4,872
497
$1.86M 0.01%
107,440
-55,668
498
$1.85M 0.01%
+81,812
499
$1.85M 0.01%
112,306
-67,611
500
$1.84M 0.01%
+64,146
18 19
20
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