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
726
$657K ﹤0.01%
11,387
+9,087
727
$656K ﹤0.01%
40,116
-1,095
728
$654K ﹤0.01%
20,941
+367
729
$653K ﹤0.01%
74,600
-137,923
730
$650K ﹤0.01%
50,000
731
$646K ﹤0.01%
22,101
-54,292
732
$640K ﹤0.01%
8,925
-860
733
$631K ﹤0.01%
41,100
+27,000
734
$630K ﹤0.01%
10,540
+10,382
735
$627K ﹤0.01%
22,030
-2,825
736
$609K ﹤0.01%
11,604
-876
737
$608K ﹤0.01%
18,162
738
$605K ﹤0.01%
54,500
+52,700
739
$605K ﹤0.01%
12,332
+55
740
$601K ﹤0.01%
10,505
+10,441
741
$600K ﹤0.01%
10,825
-2,981
742
$599K ﹤0.01%
12,387
-5,101
743
$598K ﹤0.01%
13,000
+12,996
744
$596K ﹤0.01%
+18,000
745
$594K ﹤0.01%
5,955
+394
746
$593K ﹤0.01%
25,703
+419
747
$593K ﹤0.01%
15,413
+288
748
$592K ﹤0.01%
35,998
+2,034
749
$589K ﹤0.01%
16,272
750
$589K ﹤0.01%
24,334
28 29
30
31 32