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
126
$49.7M 0.22%
291,794
-5,229
127
$49.2M 0.21%
954,172
-155,264
128
$49.1M 0.21%
319,814
+142,008
129
$48M 0.21%
165,018
+60,851
130
$47.5M 0.21%
1,836,296
+280,673
131
$45.9M 0.2%
3,297,267
-41,418
132
$45.9M 0.2%
690,163
+32,625
133
$45.3M 0.2%
187,127
-267,644
134
$45.1M 0.2%
2,140,826
+888,185
135
$44.1M 0.19%
466,257
+7,146
136
$43.7M 0.19%
4,303,580
+367,814
137
$43.1M 0.19%
1,411,494
-100
138
$42.4M 0.18%
247,879
-948
139
$41.2M 0.18%
353,323
-47,523
140
$40.9M 0.18%
1,215,890
-51,271
141
$40.7M 0.18%
259,948
-12,626
142
$39.3M 0.17%
1,258,931
+798,388
143
$38.9M 0.17%
+162,233
144
$38.6M 0.17%
290,247
+288,855
145
$38.6M 0.17%
3,570,400
146
$38.4M 0.17%
283,170
-1,849
147
$38.1M 0.17%
358,753
+3,349
148
$38.1M 0.17%
1,749,974
+329,763
149
$37.4M 0.16%
188,339
+64,765
150
$36.8M 0.16%
980,890
-16,010
4 5
6
7 8