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
2076
– –
-2,437
2077
– –
0
2078
– –
-490
2079
– –
-447
2080
– –
-9
2081
– –
-28,907
2082
– –
0
2083
– –
-357
2084
– –
-48,345
2085
$0 ﹤0.01%
18
2086
– –
-514
2087
– –
-55
2088
– –
-136
2089
– –
-26,470
2090
$0 ﹤0.01%
9
2091
$0 ﹤0.01%
23
2092
– –
-48,736
2093
– –
-17,655
2094
– –
-1,350
2095
– –
-9
2096
$0 ﹤0.01%
2
2097
– –
-100
2098
– –
-6,100
2099
$0 ﹤0.01%
10
2100
– –
-549
82 83
84
85 86