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
551
$1.6M 0.01%
12,066
+1,411
552
$1.59M 0.01%
18,519
-890
553
$1.59M 0.01%
98,220
554
$1.58M 0.01%
30,286
-12,555
555
$1.58M 0.01%
130,743
-48,795
556
$1.58M 0.01%
30,035
-2,311
557
$1.58M 0.01%
62,492
-7,386
558
$1.58M 0.01%
176,600
559
$1.57M 0.01%
41,644
+7,538
560
$1.56M 0.01%
76,604
+595
561
$1.56M 0.01%
54,015
-4,880
562
$1.54M 0.01%
48,938
-17,325
563
$1.53M 0.01%
17,695
-1,420
564
$1.53M 0.01%
26,397
+12,872
565
$1.51M 0.01%
72,296
-30,396
566
$1.51M 0.01%
20,637
-2,543
567
$1.49M 0.01%
24,466
-1,492
568
$1.49M 0.01%
120,498
+63,531
569
$1.49M 0.01%
48,103
-129,043
570
$1.48M 0.01%
31,319
-44,872
571
$1.48M 0.01%
13,227
+258
572
$1.47M 0.01%
35,848
-2,450
573
$1.47M 0.01%
46,260
+13,258
574
$1.47M 0.01%
25,411
+19,901
575
$1.43M 0.01%
47,377
-18,433
21 22
23
24 25