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
1851
$1K ﹤0.01%
+38
1852
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26
1853
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74
1854
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1855
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1856
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1857
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105
+12
1858
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1859
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26
1861
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70
1862
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+35
1863
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220
-2,776
1864
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130
-375
1865
$1K ﹤0.01%
15
-485
1866
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1867
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1868
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10
1869
$1K ﹤0.01%
85
-78,895
1870
$1K ﹤0.01%
+21
1871
$1K ﹤0.01%
24
+18
1872
$1K ﹤0.01%
35
1873
$1K ﹤0.01%
+31
1874
$1K ﹤0.01%
688
1875
$1K ﹤0.01%
+17
73 74
75
76 77