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
976
$136K ﹤0.01%
+6,025
977
$135K ﹤0.01%
+4,840
978
$134K ﹤0.01%
4,898
+15
979
$133K ﹤0.01%
4,384
-805
980
$131K ﹤0.01%
3,850
+15
981
$130K ﹤0.01%
870
-14,513
982
$129K ﹤0.01%
14,416
-5,832
983
$128K ﹤0.01%
831
-99
984
$127K ﹤0.01%
2,328
+108
985
$126K ﹤0.01%
3,026
+326
986
$126K ﹤0.01%
7,500
987
$126K ﹤0.01%
108
-575
988
$124K ﹤0.01%
2,285
+36
989
$123K ﹤0.01%
1,115
990
$122K ﹤0.01%
1,438
+1
991
$122K ﹤0.01%
3,000
-546
992
$122K ﹤0.01%
3,825
+347
993
$122K ﹤0.01%
2,100
994
$119K ﹤0.01%
2,375
+35
995
$118K ﹤0.01%
3,960
996
$117K ﹤0.01%
967
-217
997
$115K ﹤0.01%
2,018
+200
998
$112K ﹤0.01%
5,211
-1,741
999
$112K ﹤0.01%
13,483
1000
$111K ﹤0.01%
1,058
-95
38 39
40
41 42