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
1926
– –
-500
1927
$0 ﹤0.01%
1
1928
– –
-26
1929
– –
-375
1930
– –
-79,724
1931
– –
-734
1932
– –
-468
1933
$0 ﹤0.01%
18
1934
– –
-1,700
1935
– –
-172
1936
– –
-100
1937
– –
-779
1938
$0 ﹤0.01%
88
1939
– –
0
1940
– –
-490
1941
– –
-28,907
1942
– –
-51
1943
– –
-55
1944
– –
-100
1945
– –
-6,100
1946
$0 ﹤0.01%
10
1947
– –
-10,056
1948
– –
-500
1949
– –
-52,749
1950
– –
-546
76 77
78
79 80