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
1576
$8K ﹤0.01%
119
1577
$8K ﹤0.01%
438
1578
$8K ﹤0.01%
200
1579
$8K ﹤0.01%
234
1580
$8K ﹤0.01%
102
1581
$8K ﹤0.01%
2,450
1582
$8K ﹤0.01%
202
+59
1583
$8K ﹤0.01%
87
+12
1584
$8K ﹤0.01%
55
-4
1585
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231
1586
$8K ﹤0.01%
+256
1587
$7K ﹤0.01%
142
+2
1588
$7K ﹤0.01%
373
+71
1589
$7K ﹤0.01%
200
1590
$7K ﹤0.01%
700
1591
$7K ﹤0.01%
266
1592
$7K ﹤0.01%
385
1593
$7K ﹤0.01%
99
1594
$7K ﹤0.01%
250
1595
$7K ﹤0.01%
245
+45
1596
$7K ﹤0.01%
121
-26
1597
$7K ﹤0.01%
130
-33,276
1598
$7K ﹤0.01%
110
-11
1599
$7K ﹤0.01%
1,000
1600
$7K ﹤0.01%
+222
62 63
64
65 66