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
1676
$5K ﹤0.01%
3,362
1677
$5K ﹤0.01%
165
1678
$5K ﹤0.01%
19,205
1679
$5K ﹤0.01%
345
1680
$5K ﹤0.01%
148
1681
$5K ﹤0.01%
60
1682
$5K ﹤0.01%
3
1683
$5K ﹤0.01%
96
-795
1684
$5K ﹤0.01%
17,945
1685
$5K ﹤0.01%
246
1686
$4K ﹤0.01%
63
-36
1687
$4K ﹤0.01%
2,000
1688
$4K ﹤0.01%
+33
1689
$4K ﹤0.01%
500
1690
$4K ﹤0.01%
148
1691
$4K ﹤0.01%
+525
1692
$4K ﹤0.01%
201
1693
$4K ﹤0.01%
+42
1694
$4K ﹤0.01%
+68
1695
$4K ﹤0.01%
75
1696
$4K ﹤0.01%
100
1697
$4K ﹤0.01%
105
1698
$4K ﹤0.01%
+34
1699
$4K ﹤0.01%
1,000
-3,968
1700
$4K ﹤0.01%
+166
66 67
68
69 70