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
526
$1.73M 0.01%
37,771
-1,399
527
$1.73M 0.01%
75,236
+25,782
528
$1.73M 0.01%
21,340
-6,533
529
$1.71M 0.01%
78,272
-2,405
530
$1.7M 0.01%
32,877
+5,681
531
$1.7M 0.01%
27,948
+3,269
532
$1.69M 0.01%
20,280
+75
533
$1.69M 0.01%
93,507
-88,099
534
$1.68M 0.01%
84,231
-15,425
535
$1.67M 0.01%
+44,319
536
$1.67M 0.01%
16,989
537
$1.67M 0.01%
89,841
-12,374
538
$1.67M 0.01%
+42,216
539
$1.66M 0.01%
22,433
-14,104
540
$1.66M 0.01%
59,506
+8,898
541
$1.65M 0.01%
49,134
+111
542
$1.65M 0.01%
+35,225
543
$1.65M 0.01%
44,618
-17,095
544
$1.64M 0.01%
57,127
+8,339
545
$1.64M 0.01%
19,162
+16,110
546
$1.63M 0.01%
92,960
-5,331
547
$1.63M 0.01%
14,145
+1,488
548
$1.61M 0.01%
23,843
-1,286
549
$1.6M 0.01%
12,932
+11,334
550
$1.6M 0.01%
109,677
-10,543
20 21
22
23 24