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
1326
$26K ﹤0.01%
833
1327
$26K ﹤0.01%
1,000
1328
$26K ﹤0.01%
2,986
-900
1329
$26K ﹤0.01%
1,000
1330
$25K ﹤0.01%
562
-22
1331
$25K ﹤0.01%
+1,609
1332
$25K ﹤0.01%
201
+177
1333
$25K ﹤0.01%
3,000
1334
$25K ﹤0.01%
400
1335
$25K ﹤0.01%
1,421
1336
$25K ﹤0.01%
+800
1337
$25K ﹤0.01%
+1,000
1338
$25K ﹤0.01%
1,709
1339
$25K ﹤0.01%
213
+38
1340
$25K ﹤0.01%
+713
1341
$24K ﹤0.01%
+525
1342
$24K ﹤0.01%
500
1343
$24K ﹤0.01%
+284
1344
$24K ﹤0.01%
1,200
1345
$24K ﹤0.01%
4,900
1346
$24K ﹤0.01%
410
1347
$24K ﹤0.01%
960
-103,744
1348
$24K ﹤0.01%
705
+187
1349
$24K ﹤0.01%
226
-1,124
1350
$24K ﹤0.01%
201
+41
52 53
54
55 56