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
926
$208K ﹤0.01%
5,038
927
$208K ﹤0.01%
1,410
-30
928
$201K ﹤0.01%
3,218
-885
929
$201K ﹤0.01%
6,000
930
$201K ﹤0.01%
15,035
-22,000
931
$197K ﹤0.01%
3,155
932
$192K ﹤0.01%
2,800
933
$192K ﹤0.01%
5,632
-799
934
$188K ﹤0.01%
1,302
+452
935
$188K ﹤0.01%
2,290
+1,165
936
$187K ﹤0.01%
3,025
+518
937
$185K ﹤0.01%
2,452
+408
938
$182K ﹤0.01%
7,691
-4,417
939
$182K ﹤0.01%
3,412
+22
940
$172K ﹤0.01%
3,617
941
$171K ﹤0.01%
2,054
942
$170K ﹤0.01%
5,095
943
$167K ﹤0.01%
12,000
944
$166K ﹤0.01%
2,000
945
$166K ﹤0.01%
682
-56
946
$164K ﹤0.01%
4,680
-55
947
$163K ﹤0.01%
4,750
-1,350
948
$161K ﹤0.01%
1,216
949
$160K ﹤0.01%
1,004
950
$159K ﹤0.01%
1,828
-205
36 37
38
39 40