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
2001
– –
-250
2002
$0 ﹤0.01%
24
-2,000
2003
– –
0
2004
$0 ﹤0.01%
+12
2005
– –
-617
2006
– –
-17
2007
– –
-2,358
2008
– –
-10
2009
– –
-16
2010
$0 ﹤0.01%
27
2011
$0 ﹤0.01%
5
2012
$0 ﹤0.01%
700
2013
$0 ﹤0.01%
11
2014
– –
-106,785
2015
– –
-10,000
2016
– –
-700
2017
– –
-204
2018
$0 ﹤0.01%
6
-154
2019
$0 ﹤0.01%
16
2020
– –
-3,171
2021
– –
-200
2022
$0 ﹤0.01%
1
2023
– –
-14,413
2024
– –
-1,700
2025
– –
-7,036
79 80
81
82 83