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
826
$384K ﹤0.01%
10,740
-201
827
$378K ﹤0.01%
2,935
-1,250
828
$377K ﹤0.01%
12,974
-9,450
829
$375K ﹤0.01%
6,362
-12,631
830
$373K ﹤0.01%
4,154
831
$372K ﹤0.01%
2,165
-352
832
$364K ﹤0.01%
29,635
-27,917
833
$360K ﹤0.01%
6,864
-1,125
834
$359K ﹤0.01%
4,308
-192
835
$357K ﹤0.01%
19,697
-5,203
836
$356K ﹤0.01%
2,750
+1
837
$355K ﹤0.01%
10,519
838
$350K ﹤0.01%
17,909
-1,805
839
$350K ﹤0.01%
22,050
840
$348K ﹤0.01%
17,041
-925,159
841
$345K ﹤0.01%
+10,379
842
$344K ﹤0.01%
2,584
+1
843
$344K ﹤0.01%
2,472
844
$343K ﹤0.01%
10,043
845
$342K ﹤0.01%
65,300
-65,365
846
$338K ﹤0.01%
21,286
-382
847
$338K ﹤0.01%
+6,572
848
$336K ﹤0.01%
15,330
849
$334K ﹤0.01%
17,103
+1,339
850
$324K ﹤0.01%
11,744
-190
32 33
34
35 36