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
601
$1.26M 0.01%
16,125
-6,050
602
$1.26M 0.01%
11,348
+47
603
$1.26M 0.01%
28,213
-4,989
604
$1.25M 0.01%
24,030
-4,455
605
$1.25M 0.01%
88,150
-19,948
606
$1.24M 0.01%
42,154
-162
607
$1.22M 0.01%
+764
608
$1.22M 0.01%
25,945
-3,965
609
$1.21M 0.01%
112,244
-325,649
610
$1.21M 0.01%
21,246
+2,080
611
$1.2M 0.01%
8,913
-138
612
$1.2M 0.01%
28,669
-4,857
613
$1.2M 0.01%
4
614
$1.2M 0.01%
18,863
-2,969
615
$1.19M 0.01%
22,570
-1,985
616
$1.18M 0.01%
70,178
-12,456
617
$1.17M 0.01%
17,593
-117
618
$1.17M 0.01%
30,990
-1,905
619
$1.16M 0.01%
13,373
-1,464
620
$1.16M 0.01%
21,280
-2,240
621
$1.15M 0.01%
10,989
-4,760
622
$1.15M 0.01%
19,925
-1,800
623
$1.15M 0.01%
19,566
-6,573
624
$1.14M ﹤0.01%
6,643
+183
625
$1.13M ﹤0.01%
15,188
-1,215
23 24
25
26 27