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
2051
– –
-250
2052
$0 ﹤0.01%
24
-2,000
2053
– –
0
2054
$0 ﹤0.01%
+12
2055
– –
-617
2056
– –
-17
2057
– –
-2,358
2058
– –
-10
2059
– –
-16
2060
$0 ﹤0.01%
27
2061
$0 ﹤0.01%
5
2062
$0 ﹤0.01%
700
2063
$0 ﹤0.01%
11
2064
– –
-106,785
2065
– –
-10,000
2066
– –
-700
2067
– –
-204
2068
$0 ﹤0.01%
6
-154
2069
$0 ﹤0.01%
16
2070
– –
-3,171
2071
– –
-200
2072
$0 ﹤0.01%
1
2073
– –
-14,413
2074
– –
-1,700
2075
– –
-6
81 82
83
84 85