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
651
$942K ﹤0.01%
26,748
+8,871
652
$935K ﹤0.01%
10,400
-1,135
653
$932K ﹤0.01%
29,100
-2,692
654
$930K ﹤0.01%
18,150
-3,230
655
$925K ﹤0.01%
13,100
-2,255
656
$917K ﹤0.01%
54,465
-6,125
657
$915K ﹤0.01%
30,039
658
$914K ﹤0.01%
9,937
-1,065
659
$897K ﹤0.01%
4,460
-659
660
$895K ﹤0.01%
12,251
+724
661
$892K ﹤0.01%
18,440
+10,829
662
$891K ﹤0.01%
25,685
+248
663
$889K ﹤0.01%
12,791
+1,486
664
$880K ﹤0.01%
18,865
+500
665
$872K ﹤0.01%
14,215
-2,235
666
$871K ﹤0.01%
7,685
-560
667
$868K ﹤0.01%
+18,349
668
$858K ﹤0.01%
44,123
-5,115
669
$856K ﹤0.01%
+13,485
670
$854K ﹤0.01%
39,623
-243
671
$854K ﹤0.01%
10,800
-2,909
672
$848K ﹤0.01%
34,830
+570
673
$844K ﹤0.01%
90,110
+1,700
674
$841K ﹤0.01%
50,822
-17,986
675
$825K ﹤0.01%
23,900
25 26
27
28 29