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
1801
$2K ﹤0.01%
200
1802
$2K ﹤0.01%
+43
1803
$2K ﹤0.01%
+31
1804
$2K ﹤0.01%
+6
1805
$2K ﹤0.01%
20
-20
1806
$2K ﹤0.01%
59
1807
$2K ﹤0.01%
84
+63
1808
$2K ﹤0.01%
49
-88
1809
$2K ﹤0.01%
30
1810
$2K ﹤0.01%
100
-400
1811
$2K ﹤0.01%
+43
1812
$2K ﹤0.01%
260
1813
$2K ﹤0.01%
212
1814
$2K ﹤0.01%
+125
1815
$2K ﹤0.01%
+46
1816
$2K ﹤0.01%
50
1817
$2K ﹤0.01%
+18
1818
$2K ﹤0.01%
+19
1819
$2K ﹤0.01%
+29
1820
$2K ﹤0.01%
100
1821
$2K ﹤0.01%
+10
1822
$2K ﹤0.01%
151
1823
$2K ﹤0.01%
130
1824
$2K ﹤0.01%
200
1825
$2K ﹤0.01%
697
71 72
73
74 75