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
– –
-64
2027
– –
-1,000
2028
– –
-400
2029
– –
-100,000
2030
$0 ﹤0.01%
+2
2031
– –
-4,613
2032
– –
-400
2033
$0 ﹤0.01%
+6
2034
– –
-19
2035
– –
-112
2036
– –
-11
2037
– –
-10,000
2038
– –
-2
2039
– –
-698
2040
$0 ﹤0.01%
200
2041
– –
-333
2042
– –
-333
2043
– –
-1,000
2044
– –
-109
2045
– –
-650
2046
– –
-500
2047
– –
-970
2048
– –
-200
2049
– –
-4,160
2050
$0 ﹤0.01%
20
80 81
82
83 84