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
201
$20.4M 0.09%
502,605
+377,024
202
$20.3M 0.09%
1,840,846
+52,571
203
$19.8M 0.09%
435,216
+1,659
204
$19.4M 0.08%
385,917
-549,802
205
$19.3M 0.08%
215,943
-506,833
206
$19.2M 0.08%
192,399
+7,945
207
$18.9M 0.08%
126,393
-8,709
208
$18.9M 0.08%
215,331
-5,871
209
$18.6M 0.08%
245,309
+15,405
210
$18.2M 0.08%
181,592
+1,928
211
$18M 0.08%
275,165
-5,674
212
$17.9M 0.08%
329,515
+14,620
213
$17.8M 0.08%
162,153
-2,064
214
$17.7M 0.08%
266,816
+5,634
215
$17.6M 0.08%
687,917
-244,238
216
$17.6M 0.08%
296,740
+4,832
217
$17.2M 0.07%
109,952
-281
218
$17.2M 0.07%
+407,302
219
$17.2M 0.07%
114,124
+13,351
220
$17.1M 0.07%
635,581
-5,837
221
$17M 0.07%
351,372
+1,484
222
$16.9M 0.07%
198,938
+48,612
223
$16.8M 0.07%
245,474
-19,542
224
$16.7M 0.07%
110,844
+37,192
225
$16.6M 0.07%
633,735
-1,775
7 8
9
10 11