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
876
$280K ﹤0.01%
9,368
+8,839
877
$279K ﹤0.01%
22,136
878
$278K ﹤0.01%
7,875
-6,300
879
$278K ﹤0.01%
6,400
-2,800
880
$275K ﹤0.01%
125,000
881
$274K ﹤0.01%
1,205
-80
882
$274K ﹤0.01%
881
+18
883
$273K ﹤0.01%
84,176
884
$271K ﹤0.01%
7,500
885
$271K ﹤0.01%
6,035
+1,775
886
$271K ﹤0.01%
7,320
-90
887
$270K ﹤0.01%
3,530
888
$268K ﹤0.01%
36,900
+50
889
$267K ﹤0.01%
7,822
-136
890
$265K ﹤0.01%
1,665
+3
891
$265K ﹤0.01%
460
892
$263K ﹤0.01%
15,942
-323
893
$261K ﹤0.01%
24,528
+2,232
894
$258K ﹤0.01%
3,409
+1,000
895
$258K ﹤0.01%
12,591
896
$254K ﹤0.01%
+41,485
897
$254K ﹤0.01%
5,124
+124
898
$253K ﹤0.01%
5,520
899
$253K ﹤0.01%
16,239
-6,805
900
$252K ﹤0.01%
12,330
34 35
36
37 38