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
2176
$0 ﹤0.01%
5
2177
– –
-24
2178
– –
-131
2179
– –
-17,179
2180
– –
-80
2181
– –
-500
2182
– –
-52,749
2183
– –
-546
2184
$0 ﹤0.01%
+200
2185
– –
-6,280
2186
– –
-47
2187
– –
0
2188
– –
-8,725
2189
– –
0
2190
– –
-8,249
2191
$0 ﹤0.01%
3
2192
– –
-700
2193
– –
0
2194
– –
-10,004
2195
– –
0
2196
– –
-10,677
2197
– –
-25
2198
– –
-6,060
2199
– –
-1
2200
– –
-108
85 86 87
88
89