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
1651
$5K ﹤0.01%
60
1652
$5K ﹤0.01%
+56
1653
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86
+24
1654
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200
+190
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+61
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+99
1657
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236
1658
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183
1659
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100
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91
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355
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220
1664
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173
-845
1665
$5K ﹤0.01%
97
-3
1666
$5K ﹤0.01%
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1667
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1668
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80
1669
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129
+62
1670
$5K ﹤0.01%
126
1671
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99
1672
$5K ﹤0.01%
200
-40
1673
$5K ﹤0.01%
184
1674
$5K ﹤0.01%
159
1675
$5K ﹤0.01%
13,518
65 66
67
68 69