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
1776
$3K ﹤0.01%
32
1777
$2K ﹤0.01%
440
1778
$2K ﹤0.01%
+136
1779
$2K ﹤0.01%
+120
1780
$2K ﹤0.01%
+26
1781
$2K ﹤0.01%
40
-106
1782
$2K ﹤0.01%
150
1783
$2K ﹤0.01%
+272
1784
$2K ﹤0.01%
100
1785
$2K ﹤0.01%
74
1786
$2K ﹤0.01%
100
1787
$2K ﹤0.01%
+100
1788
$2K ﹤0.01%
530
1789
$2K ﹤0.01%
100
1790
$2K ﹤0.01%
100
1791
$2K ﹤0.01%
100
1792
$2K ﹤0.01%
190
+125
1793
$2K ﹤0.01%
24
1794
$2K ﹤0.01%
75
1795
$2K ﹤0.01%
223
1796
$2K ﹤0.01%
+32
1797
$2K ﹤0.01%
125
1798
$2K ﹤0.01%
25
1799
$2K ﹤0.01%
132
-14,663
1800
$2K ﹤0.01%
+24
70 71
72
73 74