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
676
$823K ﹤0.01%
3,407
+742
677
$808K ﹤0.01%
12,087
-3,541
678
$805K ﹤0.01%
25,732
+32
679
$805K ﹤0.01%
83,483
-395,568
680
$804K ﹤0.01%
28,429
-2,055
681
$803K ﹤0.01%
13,123
-1,532
682
$787K ﹤0.01%
7,455
-6
683
$787K ﹤0.01%
+36,695
684
$787K ﹤0.01%
15,381
-6,730
685
$784K ﹤0.01%
17,248
+14,448
686
$784K ﹤0.01%
11,527
-1,894
687
$775K ﹤0.01%
15,590
-520
688
$774K ﹤0.01%
11,045
-282
689
$769K ﹤0.01%
17,015
-31,727
690
$767K ﹤0.01%
9,544
691
$765K ﹤0.01%
24,265
-5,454
692
$763K ﹤0.01%
31,028
+10,054
693
$760K ﹤0.01%
4,382
+2,658
694
$752K ﹤0.01%
13,950
+13,750
695
$747K ﹤0.01%
28,838
+743
696
$745K ﹤0.01%
9,680
+1,021
697
$745K ﹤0.01%
+9,465
698
$744K ﹤0.01%
14,041
-154
699
$743K ﹤0.01%
28,350
-3,920
700
$742K ﹤0.01%
16,724
-2,442
26 27
28
29 30