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
1001
$110K ﹤0.01%
1,095
-1,705
1002
$109K ﹤0.01%
9,362
+4,132
1003
$107K ﹤0.01%
5,000
1004
$107K ﹤0.01%
2,220
-25
1005
$106K ﹤0.01%
+1,000
1006
$105K ﹤0.01%
1,603
-320
1007
$105K ﹤0.01%
2,542
+32
1008
$105K ﹤0.01%
110,667
1009
$104K ﹤0.01%
564
+12
1010
$104K ﹤0.01%
1,443
1011
$104K ﹤0.01%
7,511
-375
1012
$103K ﹤0.01%
1,325
+2
1013
$102K ﹤0.01%
625
+243
1014
$102K ﹤0.01%
1,465
-803
1015
$102K ﹤0.01%
729
1016
$101K ﹤0.01%
5,075
+5,040
1017
$101K ﹤0.01%
2,383
1018
$101K ﹤0.01%
2,330
1019
$100K ﹤0.01%
2,698
1020
$100K ﹤0.01%
4,120
1021
$100K ﹤0.01%
2,120
-300
1022
$100K ﹤0.01%
2,700
1023
$99K ﹤0.01%
+1,798
1024
$99K ﹤0.01%
+18,000
1025
$99K ﹤0.01%
2,000
39 40
41
42 43