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
751
$588K ﹤0.01%
4,935
752
$585K ﹤0.01%
22,734
+22,686
753
$585K ﹤0.01%
12,120
-1,085
754
$581K ﹤0.01%
30,200
+84
755
$579K ﹤0.01%
34,096
-3,175
756
$577K ﹤0.01%
23,761
-19
757
$570K ﹤0.01%
19,670
+12,558
758
$568K ﹤0.01%
44,572
+2,384
759
$566K ﹤0.01%
15,998
+15,805
760
$564K ﹤0.01%
14,664
-7,498
761
$558K ﹤0.01%
3,571
-250
762
$558K ﹤0.01%
20,105
+1,749
763
$553K ﹤0.01%
15,775
-297
764
$552K ﹤0.01%
7,915
765
$548K ﹤0.01%
7,887
+1,083
766
$547K ﹤0.01%
25,532
767
$546K ﹤0.01%
16,756
+13,356
768
$545K ﹤0.01%
46,970
+650
769
$541K ﹤0.01%
88,498
+10,000
770
$536K ﹤0.01%
11,440
-12,914
771
$534K ﹤0.01%
50,778
+2,190
772
$531K ﹤0.01%
+28,200
773
$530K ﹤0.01%
5,141
+823
774
$529K ﹤0.01%
23,095
+425
775
$527K ﹤0.01%
16,425
29 30
31
32 33