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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
1926
$0 ﹤0.01%
50
1927
$0 ﹤0.01%
2
1928
– –
-3,000
1929
$0 ﹤0.01%
6
1930
$0 ﹤0.01%
20
1931
– –
-89
1932
– –
-3,846
1933
$0 ﹤0.01%
+7
1934
– –
-2,610
1935
– –
-62
1936
– –
-446
1937
$0 ﹤0.01%
3
1938
– –
-147
1939
– –
-236
1940
– –
-6,176
1941
– –
-64
1942
– –
-1,000
1943
– –
-400
1944
– –
-100,000
1945
$0 ﹤0.01%
+2
1946
– –
-4,613
1947
$0 ﹤0.01%
11
1948
– –
-12,080
1949
$0 ﹤0.01%
+40
1950
– –
-6
76 77
78
79 80