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
$0 ﹤0.01%
4
1927
– –
0
1928
$0 ﹤0.01%
3
1929
– –
0
1930
$0 ﹤0.01%
5
+3
1931
$0 ﹤0.01%
+1
1932
$0 ﹤0.01%
54
1933
– –
-109
1934
– –
-650
1935
– –
-500
1936
– –
-970
1937
– –
-200
1938
– –
-4,160
1939
– –
-6
1940
– –
-2,437
1941
– –
-143
1942
– –
-295
1943
– –
-195
1944
– –
-23,412
1945
– –
-1,015
1946
– –
-12
1947
– –
-143
1948
$0 ﹤0.01%
7
1949
– –
-10,000
1950
– –
-16
76 77
78
79 80