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
– –
-116
2077
– –
-500
2078
$0 ﹤0.01%
+1
2079
– –
-8
2080
– –
-1,143
2081
– –
-522
2082
– –
-677
2083
– –
-155
2084
– –
-1,297
2085
– –
-300
2086
– –
-450
2087
$0 ﹤0.01%
14
-485
2088
– –
-136
2089
– –
-26,470
2090
– –
-6,310
2091
$0 ﹤0.01%
8
2092
$0 ﹤0.01%
125
2093
– –
-14,400
2094
$0 ﹤0.01%
9
2095
$0 ﹤0.01%
23
2096
– –
-48,736
2097
– –
-17,655
2098
– –
-1,350
2099
– –
-9
2100
$0 ﹤0.01%
2
82 83
84
85 86