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
1951
$0 ﹤0.01%
+200
1952
– –
-6,280
1953
– –
0
1954
– –
-357
1955
– –
-47
1956
– –
0
1957
– –
-8,725
1958
– –
0
1959
– –
-8,249
1960
$0 ﹤0.01%
3
1961
– –
-700
1962
– –
0
1963
– –
-10,004
1964
– –
0
1965
– –
-10,677
1966
– –
-25
1967
– –
-6,060
1968
– –
-1
1969
– –
-108
1970
– –
-10,320
1971
$0 ﹤0.01%
27
1972
– –
-355
1973
– –
-30
1974
– –
-51
1975
$0 ﹤0.01%
7
77 78
79
80 81