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
1551
$9K ﹤0.01%
+190
1552
$9K ﹤0.01%
590
1553
$9K ﹤0.01%
100
1554
$9K ﹤0.01%
224
1555
$9K ﹤0.01%
286
-1,281
1556
$9K ﹤0.01%
458
1557
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116
1558
$9K ﹤0.01%
135
-328
1559
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100
1560
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941
+165
1561
$9K ﹤0.01%
+600
1562
$9K ﹤0.01%
345
-50
1563
$9K ﹤0.01%
250
1564
$9K ﹤0.01%
1,861
-4,000
1565
$9K ﹤0.01%
500
1566
$9K ﹤0.01%
15,000
1567
$9K ﹤0.01%
260
1568
$8K ﹤0.01%
+1,000
1569
$8K ﹤0.01%
160
1570
$8K ﹤0.01%
+200
1571
$8K ﹤0.01%
219
+1
1572
$8K ﹤0.01%
59
1573
$8K ﹤0.01%
244
1574
$8K ﹤0.01%
250
1575
$8K ﹤0.01%
+22
61 62
63
64 65