CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$717M 3.12%
9,909,160
-1,478,700
2
$594M 2.58%
14,164,420
-113,256
3
$593M 2.58%
6,498,432
+68,172
4
$476M 2.07%
4,328,763
-32,828
5
$461M 2%
18,828,053
-873,039
6
$379M 1.65%
7,343,400
-4,800
7
$340M 1.48%
20,959,491
-2,274,911
8
$308M 1.34%
2,574,362
+4,296
9
$305M 1.32%
1,709,286
+99,705
10
$295M 1.28%
2,031,181
-9,756
11
$282M 1.22%
8,181,872
+1,456,895
12
$273M 1.19%
1,558,762
+1,953
13
$259M 1.12%
2,019,411
-58,444
14
$252M 1.09%
5,866,043
-49,321
15
$250M 1.09%
7,566,146
+235,681
16
$247M 1.07%
17,384,956
+3,925,896
17
$221M 0.96%
12,062,566
+767,486
18
$219M 0.95%
1,014,522
+1,502
19
$215M 0.94%
1,006,125
+23,881
20
$212M 0.92%
2,444,095
-14,415
21
$205M 0.89%
9,312,458
-1,141,509
22
$200M 0.87%
4,519,689
+1,926,448
23
$198M 0.86%
1,813,267
-37,228
24
$194M 0.84%
2,867,104
+6,636
25
$193M 0.84%
5,643,357
-853,629
1
2 3 4 5