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
901
$247K ﹤0.01%
13,229
-2,684
902
$246K ﹤0.01%
18,434
-6,000
903
$245K ﹤0.01%
2,798
-50
904
$244K ﹤0.01%
12,500
905
$240K ﹤0.01%
17,700
+2,500
906
$239K ﹤0.01%
27,423
+155
907
$236K ﹤0.01%
4,700
-13
908
$235K ﹤0.01%
2,180
-25
909
$232K ﹤0.01%
29,000
910
$231K ﹤0.01%
6,328
+88
911
$227K ﹤0.01%
17,200
+2,000
912
$226K ﹤0.01%
23,680
913
$225K ﹤0.01%
3,080
914
$224K ﹤0.01%
+16,841
915
$223K ﹤0.01%
2,223
+13
916
$223K ﹤0.01%
3,973
917
$221K ﹤0.01%
3,548
-343
918
$219K ﹤0.01%
10,710
-14,758
919
$215K ﹤0.01%
17,297
+1,061
920
$215K ﹤0.01%
+10,200
921
$213K ﹤0.01%
3,634
+8
922
$213K ﹤0.01%
22,147
-4,062
923
$211K ﹤0.01%
22
+14
924
$211K ﹤0.01%
6,195
925
$208K ﹤0.01%
11,748
35 36
37
38 39