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
51
$127M 0.55%
1,227,703
-3,440
52
$127M 0.55%
4,816,150
-8,595
53
$125M 0.54%
773,465
+141,087
54
$124M 0.54%
2,716,018
-12,774
55
$122M 0.53%
2,995,562
-41,734
56
$120M 0.52%
1,736,972
+48,064
57
$119M 0.52%
1,978,518
+180,992
58
$117M 0.51%
1,907,546
-80,610
59
$115M 0.5%
950,200
-10,673
60
$115M 0.5%
2,812,284
+251,080
61
$110M 0.48%
654,479
+168,497
62
$107M 0.47%
507,329
+40,622
63
$107M 0.46%
2,180,866
-14,618
64
$105M 0.45%
416,325
-25,051
65
$104M 0.45%
988,290
-8,749
66
$103M 0.45%
541,389
+6,228
67
$103M 0.45%
2,298,022
-162,178
68
$101M 0.44%
6,709,263
+406,830
69
$99.8M 0.43%
1,041,807
-5,300
70
$99.6M 0.43%
902,520
+361,311
71
$99.6M 0.43%
762,354
+27,270
72
$99.5M 0.43%
1,719,156
-656,314
73
$95.5M 0.42%
701,610
-26,337
74
$94.8M 0.41%
2,153,679
-67,948
75
$93.9M 0.41%
1,746,842
+378,105
1 2
3
4 5