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
851
$321K ﹤0.01%
12,209
+327
852
$320K ﹤0.01%
19,579
-508
853
$316K ﹤0.01%
16,502
-14,000
854
$307K ﹤0.01%
7,789
+7,247
855
$306K ﹤0.01%
13,300
-13,709
856
$305K ﹤0.01%
15,020
+5,920
857
$304K ﹤0.01%
13,989
+985
858
$302K ﹤0.01%
+35,000
859
$301K ﹤0.01%
+11,945
860
$300K ﹤0.01%
4,692
861
$299K ﹤0.01%
10,000
862
$299K ﹤0.01%
3,874
863
$298K ﹤0.01%
5,322
+1,225
864
$298K ﹤0.01%
8,744
-1
865
$298K ﹤0.01%
2,405
-249,693
866
$292K ﹤0.01%
15,445
+505
867
$291K ﹤0.01%
4,255
-2,585
868
$286K ﹤0.01%
5,056
+1,268
869
$286K ﹤0.01%
26,050
-5,750
870
$285K ﹤0.01%
3,620
-3,045
871
$285K ﹤0.01%
20,951
+20,278
872
$285K ﹤0.01%
5,403
873
$283K ﹤0.01%
2,335
-654
874
$282K ﹤0.01%
4,995
+1,139
875
$281K ﹤0.01%
16,460
+1,959
33 34
35
36 37