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
76
$93.8M 0.41%
797,080
-43,760
77
$93.6M 0.41%
5,867,392
+1,200
78
$92.6M 0.4%
672,780
-1,311
79
$91.5M 0.4%
433,915
+534
80
$89.9M 0.39%
3,254,709
+518,646
81
$87.6M 0.38%
1,221,802
+9,245
82
$87.5M 0.38%
515,334
-181,492
83
$86.5M 0.38%
503,442
+61,954
84
$86.3M 0.37%
1,235,844
-1,852
85
$81.3M 0.35%
872,030
-6,008
86
$79.4M 0.35%
414,915
-2,561
87
$78.5M 0.34%
1,503,948
+1,895
88
$78.5M 0.34%
3,667,254
+540,016
89
$78.2M 0.34%
836,395
+1,390
90
$78.2M 0.34%
753,077
+251,401
91
$78.1M 0.34%
465,765
-1,534
92
$78.1M 0.34%
783,360
-9,871
93
$78.1M 0.34%
1,524,777
-47,777
94
$77.8M 0.34%
1,854,307
+84,992
95
$76.7M 0.33%
378,801
-11,964
96
$76.3M 0.33%
1,263,307
+94,224
97
$75.8M 0.33%
1,217,716
-134,215
98
$75.5M 0.33%
1,326,773
-2,929
99
$74.1M 0.32%
1,382,017
-2,517
100
$72.4M 0.31%
895,968
+386,253
2 3
4
5 6