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
1826
$2K ﹤0.01%
82
1827
$2K ﹤0.01%
35
1828
$2K ﹤0.01%
131
1829
$2K ﹤0.01%
43
1830
$2K ﹤0.01%
100
1831
$2K ﹤0.01%
140
1832
$2K ﹤0.01%
80
-1,850
1833
$1K ﹤0.01%
129
+104
1834
$1K ﹤0.01%
+33
1835
$1K ﹤0.01%
2,394
1836
$1K ﹤0.01%
100
1837
$1K ﹤0.01%
10
1838
$1K ﹤0.01%
1
-6
1839
$1K ﹤0.01%
600
1840
$1K ﹤0.01%
1,250
1841
$1K ﹤0.01%
+19
1842
$1K ﹤0.01%
10
1843
$1K ﹤0.01%
+24
1844
$1K ﹤0.01%
5
-7,550
1845
$1K ﹤0.01%
+6
1846
$1K ﹤0.01%
+109
1847
$1K ﹤0.01%
22
+2
1848
$1K ﹤0.01%
+70
1849
$1K ﹤0.01%
19
-37
1850
$1K ﹤0.01%
37
-21
72 73
74
75 76