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
176
$25.4M 0.11%
173,113
+14,281
177
$25.3M 0.11%
567,919
+180,416
178
$25.2M 0.11%
625,906
+506,404
179
$25.1M 0.11%
264,742
-280
180
$25M 0.11%
218,547
+3,084
181
$24.9M 0.11%
841,038
-52,959
182
$24.8M 0.11%
131,628
-1,367
183
$24.6M 0.11%
134,060
+23,551
184
$24.4M 0.11%
237,220
+1,848
185
$24.4M 0.11%
86,985
+1,375
186
$24.1M 0.1%
381,054
-23,045
187
$23.7M 0.1%
303,763
+7,739
188
$23.5M 0.1%
56,233
-74,500
189
$23.4M 0.1%
209,502
+5,125
190
$22.9M 0.1%
293,666
+4,057
191
$22.7M 0.1%
1,075,141
+62,223
192
$22.5M 0.1%
165,298
+2,620
193
$21.8M 0.09%
337,415
-63,813
194
$21.6M 0.09%
170,328
+163,668
195
$21.3M 0.09%
116,132
-1,078
196
$21.2M 0.09%
965,418
+318,392
197
$20.9M 0.09%
141,279
+2,762
198
$20.8M 0.09%
592,100
+55,735
199
$20.7M 0.09%
319,471
-24,300
200
$20.5M 0.09%
1,677,027
+75,052
6 7
8
9 10