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
1951
– –
0
1952
$0 ﹤0.01%
3
1953
– –
0
1954
$0 ﹤0.01%
5
+3
1955
$0 ﹤0.01%
+1
1956
– –
-13,152
1957
– –
-28,837
1958
$0 ﹤0.01%
5
1959
– –
-24
1960
– –
-131
1961
– –
-17,179
1962
– –
-80
1963
– –
-500
1964
– –
-52,749
1965
– –
-546
1966
$0 ﹤0.01%
+200
1967
– –
-6,280
1968
– –
-47
1969
– –
0
1970
– –
-8,725
1971
– –
0
1972
– –
-8,249
1973
$0 ﹤0.01%
3
1974
– –
-700
1975
– –
0
77 78
79
80 81