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
– –
-9
2052
– –
-28,907
2053
– –
-11,529
2054
– –
0
2055
– –
-357
2056
$0 ﹤0.01%
1
2057
– –
-100,000
2058
– –
-48,345
2059
$0 ﹤0.01%
18
2060
– –
-100
2061
– –
-779
2062
– –
-514
2063
– –
-55
2064
$0 ﹤0.01%
+10
2065
– –
-900
2066
– –
-500
2067
– –
-35
2068
$0 ﹤0.01%
30
2069
– –
-600
2070
– –
-182
2071
– –
-3,645
2072
– –
-627
2073
– –
-800
2074
$0 ﹤0.01%
5
2075
$0 ﹤0.01%
18
81 82
83
84 85