CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$87.4M
2
+$65.3M
3
+$56.9M
4
PFPT
Proofpoint, Inc.
PFPT
+$55.6M
5
AM icon
Antero Midstream
AM
+$48.9M

Top Sells

1
+$301M
2
+$106M
3
+$67.2M
4
META icon
Meta Platforms (Facebook)
META
+$59.1M
5
OMC icon
Omnicom Group
OMC
+$53.3M

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
1026
$98K ﹤0.01%
1,332
-768
1027
$98K ﹤0.01%
2,027
-1,229
1028
$97K ﹤0.01%
1,518
1029
$97K ﹤0.01%
829
+29
1030
$96K ﹤0.01%
4,480
+2,240
1031
$95K ﹤0.01%
2,180
+37
1032
$95K ﹤0.01%
3,963
+5
1033
$95K ﹤0.01%
2,375
1034
$94K ﹤0.01%
+446
1035
$93K ﹤0.01%
1,904
+555
1036
$92K ﹤0.01%
1,000
1037
$91K ﹤0.01%
1,805
-9
1038
$91K ﹤0.01%
744
-14,560
1039
$90K ﹤0.01%
2,222
+18
1040
$90K ﹤0.01%
+4,540
1041
$87K ﹤0.01%
3,320
-508
1042
$87K ﹤0.01%
823
+371
1043
$87K ﹤0.01%
50,000
1044
$86K ﹤0.01%
1,079
1045
$86K ﹤0.01%
1,400
-292
1046
$86K ﹤0.01%
559
-91
1047
$86K ﹤0.01%
968
1048
$85K ﹤0.01%
+5,715
1049
$85K ﹤0.01%
600
1050
$84K ﹤0.01%
2,295
+1,440
40 41
42
43 44