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
2101
– –
-100
2102
– –
-90
2103
– –
-760
2104
– –
-6,100
2105
$0 ﹤0.01%
10
2106
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-549
2107
– –
-300
2108
– –
-4
2109
– –
-3
2110
$0 ﹤0.01%
26
2111
$0 ﹤0.01%
8
2112
$0 ﹤0.01%
2
-4,850
2113
$0 ﹤0.01%
1
2114
– –
-656
2115
– –
0
2116
– –
-80
2117
$0 ﹤0.01%
10
2118
– –
-65,205
2119
– –
-14
2120
– –
-40,500
2121
– –
-83
2122
$0 ﹤0.01%
+1
2123
– –
-3,252
2124
– –
-199
2125
– –
-96
83 84
85
86 87