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
2026
– –
-350
2027
– –
-358,612
2028
$0 ﹤0.01%
+25
2029
$0 ﹤0.01%
7
2030
– –
-39
2031
$0 ﹤0.01%
120
2032
– –
-100
2033
– –
0
2034
– –
-771
2035
$0 ﹤0.01%
50
2036
– –
-1,002
2037
– –
-240
2038
– –
-500
2039
$0 ﹤0.01%
1
2040
– –
-26
2041
– –
-375
2042
– –
-79,724
2043
– –
-734
2044
– –
-468
2045
– –
-1,700
2046
– –
-172
2047
$0 ﹤0.01%
88
2048
– –
0
2049
– –
-490
2050
– –
-447
80 81
82
83 84