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
576
$1.42M 0.01%
15,840
-105
577
$1.42M 0.01%
11,791
-4,888
578
$1.41M 0.01%
24,013
+20
579
$1.41M 0.01%
35,144
-3,202
580
$1.39M 0.01%
58,747
-963
581
$1.39M 0.01%
11,760
-79
582
$1.37M 0.01%
23,414
-6,798
583
$1.37M 0.01%
26,430
-10,790
584
$1.37M 0.01%
45,945
-1,852
585
$1.37M 0.01%
+31,480
586
$1.37M 0.01%
68,818
+6,554
587
$1.36M 0.01%
75,621
-29,235
588
$1.35M 0.01%
18,497
+2,563
589
$1.35M 0.01%
24,965
+3,447
590
$1.34M 0.01%
5,868
-3,845
591
$1.34M 0.01%
20,826
-6,241
592
$1.33M 0.01%
108,544
-28,953
593
$1.32M 0.01%
21,430
-8,488
594
$1.32M 0.01%
12,657
-11
595
$1.31M 0.01%
27,862
+2,070
596
$1.31M 0.01%
8,107
+7,758
597
$1.3M 0.01%
54,545
+1,859
598
$1.3M 0.01%
89,292
+13,427
599
$1.29M 0.01%
72,420
-26,516
600
$1.28M 0.01%
26,141
-3,837
22 23
24
25 26