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
1726
$4K ﹤0.01%
2,600
+1,600
1727
$4K ﹤0.01%
2,000
1728
$4K ﹤0.01%
45
1729
$4K ﹤0.01%
100
1730
$3K ﹤0.01%
100
1731
$3K ﹤0.01%
+50
1732
$3K ﹤0.01%
60
+1
1733
$3K ﹤0.01%
+80
1734
$3K ﹤0.01%
81
1735
$3K ﹤0.01%
100
1736
$3K ﹤0.01%
+78
1737
$3K ﹤0.01%
48
1738
$3K ﹤0.01%
10
1739
$3K ﹤0.01%
+112
1740
$3K ﹤0.01%
92
+90
1741
$3K ﹤0.01%
600
1742
$3K ﹤0.01%
207
1743
$3K ﹤0.01%
283
1744
$3K ﹤0.01%
33
1745
$3K ﹤0.01%
+12
1746
$3K ﹤0.01%
6
1747
$3K ﹤0.01%
20
1748
$3K ﹤0.01%
28
+16
1749
$3K ﹤0.01%
130
1750
$3K ﹤0.01%
+229
68 69
70
71 72