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
501
$1.84M 0.01%
59,209
+1,340
502
$1.84M 0.01%
8,243
-176
503
$1.84M 0.01%
16,533
-2,622
504
$1.84M 0.01%
55,480
+49,340
505
$1.83M 0.01%
+53,154
506
$1.83M 0.01%
+53,013
507
$1.83M 0.01%
70,622
-7,177
508
$1.82M 0.01%
+18,515
509
$1.82M 0.01%
+36,666
510
$1.81M 0.01%
88,333
-22,278
511
$1.81M 0.01%
97,221
+9,708
512
$1.8M 0.01%
47,810
+47,280
513
$1.8M 0.01%
+83,216
514
$1.8M 0.01%
+23,126
515
$1.78M 0.01%
45,637
-1,164
516
$1.78M 0.01%
23,036
+22,760
517
$1.78M 0.01%
117,814
-41,366
518
$1.77M 0.01%
86,515
+86,227
519
$1.77M 0.01%
19,111
-354,540
520
$1.77M 0.01%
104,636
-35,325
521
$1.76M 0.01%
30,357
-3,793
522
$1.76M 0.01%
18,948
-22,256
523
$1.75M 0.01%
+98,821
524
$1.74M 0.01%
44,324
-5,540
525
$1.74M 0.01%
17,062
-3,835
19 20
21
22 23