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
1751
$3K ﹤0.01%
295
1752
$3K ﹤0.01%
3,000
1753
$3K ﹤0.01%
+59
1754
$3K ﹤0.01%
429
1755
$3K ﹤0.01%
200
+175
1756
$3K ﹤0.01%
80
-39
1757
$3K ﹤0.01%
95
+5
1758
– –
0
1759
$3K ﹤0.01%
76
+1
1760
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60
1761
$3K ﹤0.01%
135
1762
$3K ﹤0.01%
500
1763
$3K ﹤0.01%
+100
1764
$3K ﹤0.01%
61
-11,505
1765
$3K ﹤0.01%
300
1766
$3K ﹤0.01%
100
1767
$3K ﹤0.01%
600
1768
$3K ﹤0.01%
193
-5
1769
$3K ﹤0.01%
+81
1770
$3K ﹤0.01%
+214
1771
$3K ﹤0.01%
22
1772
$3K ﹤0.01%
5,000
1773
$3K ﹤0.01%
339
1774
$3K ﹤0.01%
+100
1775
$3K ﹤0.01%
100
69 70
71
72 73