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
– –
-10,004
1977
– –
0
1978
– –
-10,677
1979
– –
-25
1980
– –
-6,060
1981
– –
-1
1982
– –
-108
1983
– –
-10,320
1984
$0 ﹤0.01%
27
1985
– –
-355
1986
– –
-30
1987
– –
-51
1988
$0 ﹤0.01%
7
1989
– –
-10,000
1990
– –
-16
1991
$0 ﹤0.01%
4
1992
– –
-352
1993
$0 ﹤0.01%
1
1994
$0 ﹤0.01%
12
1995
– –
-12,080
1996
$0 ﹤0.01%
+40
1997
– –
-6
1998
– –
-175
1999
$0 ﹤0.01%
30
2000
$0 ﹤0.01%
+10
78 79
80
81 82