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
801
$450K ﹤0.01%
15,760
802
$448K ﹤0.01%
16,398
-748
803
$444K ﹤0.01%
11,197
-5,646
804
$440K ﹤0.01%
8,514
+8,498
805
$438K ﹤0.01%
4,045
+480
806
$437K ﹤0.01%
6,372
+276
807
$437K ﹤0.01%
9,309
+6,878
808
$435K ﹤0.01%
22,225
-576
809
$427K ﹤0.01%
66,100
-5,850
810
$415K ﹤0.01%
23,608
+4,477
811
$414K ﹤0.01%
10,160
812
$412K ﹤0.01%
38,500
+10,000
813
$412K ﹤0.01%
+26,897
814
$411K ﹤0.01%
3,822
-328
815
$408K ﹤0.01%
11,715
-53
816
$408K ﹤0.01%
31,051
+200
817
$405K ﹤0.01%
7,450
818
$404K ﹤0.01%
23,853
+134
819
$401K ﹤0.01%
23,535
820
$399K ﹤0.01%
3,774
-1,817
821
$398K ﹤0.01%
12,101
+841
822
$394K ﹤0.01%
10,165
+80
823
$393K ﹤0.01%
16,256
+15,031
824
$390K ﹤0.01%
7,575
-6,175
825
$390K ﹤0.01%
9,510
-300
31 32
33
34 35