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
– –
-800
2177
$0 ﹤0.01%
5
2178
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-164
2179
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-258
2180
– –
-130,175
2181
– –
-4,008
2182
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2183
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-80,786
2184
$0 ﹤0.01%
10
2185
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+200
2186
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0
2187
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-1,616
2188
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18
2189
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-116
2190
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2191
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14
2192
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2193
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+5
2194
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0
2195
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2196
$0 ﹤0.01%
5
2197
– –
-10,497
2198
– –
-25
2199
– –
-4,000
2200
– –
-63
85 86 87
88
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