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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
1701
$4K ﹤0.01%
239
+220
1702
$4K ﹤0.01%
120
-36
1703
$4K ﹤0.01%
225
1704
$4K ﹤0.01%
36
-10,012
1705
$4K ﹤0.01%
72
1706
$4K ﹤0.01%
150
1707
$4K ﹤0.01%
+39
1708
$4K ﹤0.01%
462
+431
1709
$4K ﹤0.01%
72
-56
1710
$4K ﹤0.01%
148
1711
$4K ﹤0.01%
95
1712
$4K ﹤0.01%
88
1713
– –
0
1714
$4K ﹤0.01%
230
-274
1715
$4K ﹤0.01%
100
1716
$4K ﹤0.01%
145
-7
1717
$4K ﹤0.01%
102
1718
$4K ﹤0.01%
226
1719
$4K ﹤0.01%
2,600
+1,600
1720
$4K ﹤0.01%
2,000
1721
$4K ﹤0.01%
45
1722
$4K ﹤0.01%
100
1723
$4K ﹤0.01%
51
-37
1724
$4K ﹤0.01%
+525
1725
$4K ﹤0.01%
201
67 68
69
70 71