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
101
$72.1M 0.31%
331,453
-71,944
102
$70.4M 0.31%
914,452
-11,056
103
$69.4M 0.3%
732,967
-190,956
104
$67.6M 0.29%
4,225,250
+2,526,905
105
$65.1M 0.28%
808,987
+8,015
106
$64.1M 0.28%
858,519
-47,318
107
$62.9M 0.27%
291,605
+13,783
108
$62.4M 0.27%
1,952,756
-184,792
109
$61.7M 0.27%
543,178
+524,020
110
$61.4M 0.27%
307,819
+23,922
111
$61.4M 0.27%
233,155
-6,036
112
$57.8M 0.25%
3,195,159
+888,196
113
$57.4M 0.25%
1,555,528
+713,037
114
$57M 0.25%
1,180,733
+52,138
115
$56.9M 0.25%
489,106
+168,160
116
$56.6M 0.25%
413,190
-113,533
117
$54.5M 0.24%
979,284
+91,159
118
$53.2M 0.23%
836,991
-6,684
119
$53.1M 0.23%
2,140,868
-175,370
120
$52.8M 0.23%
525,509
+86,677
121
$52.2M 0.23%
355,214
-43,189
122
$51.9M 0.23%
336,594
+74,187
123
$51.4M 0.22%
2,143,348
-857,373
124
$51.2M 0.22%
348,625
+85,010
125
$50M 0.22%
188,226
-9,568
3 4
5
6 7