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
1626
$6K ﹤0.01%
+186
1627
$6K ﹤0.01%
+1,667
1628
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179
+3
1629
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225
1630
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1631
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1632
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52
-12,110
1633
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350
1634
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+55
1635
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68
1636
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1637
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1638
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148
+28
1639
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75
1640
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1641
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1642
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1
1643
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76
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1644
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1645
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1646
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1
1647
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100
1648
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200
1649
$6K ﹤0.01%
102
-23
1650
$6K ﹤0.01%
114
+1
64 65
66
67 68