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
1876
$1K ﹤0.01%
221
-20,000
1877
$1K ﹤0.01%
26
-224
1878
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+73
1879
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1880
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1881
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1882
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1883
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1884
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+76
1885
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265
1886
$1K ﹤0.01%
+81
1887
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1888
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+16
1889
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100
1890
– –
0
1891
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500
1892
$1K ﹤0.01%
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1893
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1894
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34
-796
1895
$1K ﹤0.01%
48
-1,708
1896
$1K ﹤0.01%
9
1897
$1K ﹤0.01%
+25
1898
$1K ﹤0.01%
22
1899
$1K ﹤0.01%
185
-16,127
1900
$1K ﹤0.01%
39
74 75
76
77 78