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 ﹤0.01%
4
1952
– –
-352
1953
$0 ﹤0.01%
12
1954
– –
-12,080
1955
$0 ﹤0.01%
+40
1956
– –
-6
1957
– –
-175
1958
$0 ﹤0.01%
30
1959
– –
-547
1960
– –
0
1961
$0 ﹤0.01%
+50
1962
– –
0
1963
– –
-8,828
1964
– –
-250
1965
– –
-703
1966
$0 ﹤0.01%
+9
1967
$0 ﹤0.01%
9
-2
1968
– –
-26
1969
– –
-59
1970
– –
-207
1971
– –
-2,000
1972
$0 ﹤0.01%
20
1973
– –
-89
1974
– –
-3,846
1975
$0 ﹤0.01%
+7
77 78
79
80 81