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
626
$1.12M ﹤0.01%
5,366
627
$1.11M ﹤0.01%
10,312
+768
628
$1.11M ﹤0.01%
13,791
+2,178
629
$1.11M ﹤0.01%
18,115
-2,763
630
$1.09M ﹤0.01%
13,291
-102
631
$1.07M ﹤0.01%
+27,940
632
$1.07M ﹤0.01%
24,590
-1,690
633
$1.07M ﹤0.01%
1,842,739
+36,000
634
$1.06M ﹤0.01%
21,880
-2,695
635
$1.05M ﹤0.01%
18,642
-1,896
636
$1.05M ﹤0.01%
32,756
+3,332
637
$1.04M ﹤0.01%
21,418
+20,618
638
$1.04M ﹤0.01%
16,655
+10,077
639
$1.03M ﹤0.01%
4,525
-141
640
$1.03M ﹤0.01%
43,163
-49,922
641
$1.02M ﹤0.01%
35,597
-2,386
642
$1.02M ﹤0.01%
70,284
-64
643
$1.02M ﹤0.01%
+56,875
644
$986K ﹤0.01%
16,152
+15,006
645
$984K ﹤0.01%
19,742
-2,425
646
$980K ﹤0.01%
16,043
-3,491
647
$965K ﹤0.01%
37,092
-75
648
$960K ﹤0.01%
18,260
+240
649
$949K ﹤0.01%
21,238
-4,883
650
$944K ﹤0.01%
34,720
-4,540
24 25
26
27 28