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
– –
-300
2102
– –
-4
2103
– –
-3
2104
$0 ﹤0.01%
26
2105
$0 ﹤0.01%
8
2106
$0 ﹤0.01%
2
-4,850
2107
– –
-30,249
2108
– –
-3,176
2109
– –
-22
2110
$0 ﹤0.01%
10
2111
– –
-150
2112
– –
-11,529
2113
– –
-32
2114
– –
-8
2115
– –
-38,261
2116
– –
-66
2117
– –
-500
2118
– –
-204,360
2119
– –
-100
2120
– –
-4,252
2121
– –
-1,781
2122
– –
-3,051
2123
$0 ﹤0.01%
50
2124
$0 ﹤0.01%
2
2125
– –
-10,056
83 84
85
86 87