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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
1901
$1K ﹤0.01%
+19
1902
$1K ﹤0.01%
10
1903
$1K ﹤0.01%
+24
1904
$1K ﹤0.01%
5
-7,550
1905
$1K ﹤0.01%
34
-796
1906
$1K ﹤0.01%
48
-1,708
1907
$1K ﹤0.01%
+25
1908
$1K ﹤0.01%
22
1909
$1K ﹤0.01%
185
-16,127
1910
$1K ﹤0.01%
39
1911
$1K ﹤0.01%
50
1912
$1K ﹤0.01%
+2
1913
$1K ﹤0.01%
+37
1914
$1K ﹤0.01%
204
-1,000
1915
$1K ﹤0.01%
60
1916
$1K ﹤0.01%
+41
1917
$1K ﹤0.01%
+25
1918
$1K ﹤0.01%
9
1919
– –
-1,300
1920
– –
-1,116
1921
– –
-204,360
1922
– –
-100
1923
– –
-4,252
1924
– –
-1,781
1925
– –
-3,051
75 76
77
78 79