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
151
$36.7M 0.16%
463,519
-54,188
152
$36.7M 0.16%
559,987
+13,326
153
$36M 0.16%
508,939
+168,312
154
$35.8M 0.16%
235,617
-575
155
$35.7M 0.16%
942,849
+296,466
156
$35.2M 0.15%
224,567
-12,023
157
$34.8M 0.15%
931,336
-92,909
158
$34.5M 0.15%
834,510
+695,349
159
$33.7M 0.15%
130,779
+44,210
160
$32.8M 0.14%
630,732
-20,962
161
$32.8M 0.14%
1,664,275
-18,513
162
$32.1M 0.14%
753,327
-480,105
163
$31.6M 0.14%
384,378
+5,610
164
$31M 0.13%
714,239
+4,346
165
$31M 0.13%
308,945
-8,243
166
$29.7M 0.13%
1,038,578
-33,410
167
$29.3M 0.13%
623,939
+150,466
168
$28.3M 0.12%
326,066
-19,908
169
$27.8M 0.12%
231,534
-27,453
170
$26.8M 0.12%
893,879
-32,939
171
$26.7M 0.12%
382,479
+27,057
172
$26.4M 0.11%
1,936,628
-169,248
173
$25.8M 0.11%
205,361
+60,112
174
$25.8M 0.11%
326,594
+57,070
175
$25.5M 0.11%
39,352
+1,367
5 6
7
8 9