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
1926
– –
-7,036
1927
– –
-350
1928
– –
-358,612
1929
$0 ﹤0.01%
+25
1930
$0 ﹤0.01%
7
1931
– –
-39
1932
$0 ﹤0.01%
120
1933
– –
-100
1934
– –
0
1935
– –
-771
1936
$0 ﹤0.01%
50
1937
– –
-1,002
1938
– –
-240
1939
– –
-500
1940
$0 ﹤0.01%
1
1941
– –
-26
1942
– –
-375
1943
– –
-79,724
1944
– –
-172
1945
– –
-100
1946
– –
-779
1947
$0 ﹤0.01%
88
1948
– –
-1,108
1949
$0 ﹤0.01%
15
-2,421
1950
$0 ﹤0.01%
4
76 77
78
79 80