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%
50
1902
$1K ﹤0.01%
+2
1903
$1K ﹤0.01%
+37
1904
$1K ﹤0.01%
204
-1,000
1905
$1K ﹤0.01%
60
1906
$1K ﹤0.01%
+41
1907
$1K ﹤0.01%
+25
1908
$1K ﹤0.01%
+100
1909
$1K ﹤0.01%
74
-178
1910
$1K ﹤0.01%
375
1911
$1K ﹤0.01%
6
1912
$1K ﹤0.01%
9
1913
$1K ﹤0.01%
165
-147
1914
$1K ﹤0.01%
39
1915
$1K ﹤0.01%
1,000
1916
$1K ﹤0.01%
110
1917
$1K ﹤0.01%
+55
1918
$1K ﹤0.01%
25
-175
1919
$0 ﹤0.01%
120
1920
– –
-100
1921
– –
0
1922
– –
-771
1923
$0 ﹤0.01%
50
1924
– –
-1,002
1925
– –
-240
75 76
77
78 79