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
701
$739K ﹤0.01%
13,119
+811
702
$729K ﹤0.01%
12,758
+595
703
$727K ﹤0.01%
43,000
704
$718K ﹤0.01%
14,445
-1,790
705
$713K ﹤0.01%
32,440
+7,150
706
$710K ﹤0.01%
26,231
-35,662
707
$708K ﹤0.01%
21,205
-44,405
708
$708K ﹤0.01%
4,796
-11
709
$706K ﹤0.01%
23,563
-10,000
710
$704K ﹤0.01%
23,160
-392
711
$701K ﹤0.01%
14,143
-178
712
$697K ﹤0.01%
29,420
+6,110
713
$696K ﹤0.01%
85,355
-14,575
714
$695K ﹤0.01%
16,070
-22,031
715
$688K ﹤0.01%
20,260
-850
716
$688K ﹤0.01%
9,280
-600
717
$687K ﹤0.01%
12,873
-3,195
718
$687K ﹤0.01%
4,880
+511
719
$681K ﹤0.01%
44,213
-999
720
$674K ﹤0.01%
12,983
-148
721
$671K ﹤0.01%
16,587
+1,000
722
$664K ﹤0.01%
50,608
+1,108
723
$661K ﹤0.01%
17,546
+543
724
$659K ﹤0.01%
27,007
725
$657K ﹤0.01%
6,103
+43
27 28
29
30 31