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
776
$527K ﹤0.01%
11,967
+566
777
$525K ﹤0.01%
47,394
-658
778
$521K ﹤0.01%
13,958
-220
779
$515K ﹤0.01%
26,900
+26,600
780
$513K ﹤0.01%
41,141
+3,503
781
$511K ﹤0.01%
3,949
-63
782
$511K ﹤0.01%
16,425
+15,321
783
$509K ﹤0.01%
12,870
+1,995
784
$508K ﹤0.01%
7,686
785
$508K ﹤0.01%
4,382
+222
786
$507K ﹤0.01%
21,370
+2,603
787
$498K ﹤0.01%
4,935
-280
788
$495K ﹤0.01%
9,778
-210
789
$493K ﹤0.01%
12,063
-2,949
790
$492K ﹤0.01%
10,775
+10,253
791
$484K ﹤0.01%
8,115
792
$473K ﹤0.01%
26,880
-2,712
793
$470K ﹤0.01%
10,795
-10,000
794
$468K ﹤0.01%
16,807
+1,658
795
$464K ﹤0.01%
18,400
796
$462K ﹤0.01%
40,163
-4,813
797
$462K ﹤0.01%
39,369
+952
798
$460K ﹤0.01%
10,365
-1,230
799
$457K ﹤0.01%
8,900
+538
800
$452K ﹤0.01%
8,661
-74,744
30 31
32
33 34