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
1976
– –
-2,610
1977
– –
-62
1978
– –
-446
1979
$0 ﹤0.01%
3
1980
– –
-147
1981
– –
-236
1982
– –
-6,176
1983
– –
-64
1984
– –
-1,000
1985
– –
-400
1986
$0 ﹤0.01%
+2
1987
– –
-4,613
1988
– –
-400
1989
$0 ﹤0.01%
+6
1990
– –
-19
1991
– –
-112
1992
– –
-11
1993
– –
-10,000
1994
– –
-2
1995
– –
-698
1996
$0 ﹤0.01%
200
1997
– –
-333
1998
– –
-333
1999
– –
-1,000
2000
$0 ﹤0.01%
20
78 79
80
81 82