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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
1976
– –
-333
1977
– –
-333
1978
– –
-6
1979
– –
-2,437
1980
– –
-143
1981
– –
-295
1982
– –
-195
1983
– –
-23,412
1984
– –
-1,015
1985
– –
-12
1986
– –
-143
1987
– –
-7,036
1988
– –
-48,345
1989
– –
-350
1990
– –
-26
1991
– –
-375
1992
– –
-79,724
1993
– –
-734
1994
– –
-468
1995
$0 ﹤0.01%
18
1996
– –
-1,700
1997
– –
-172
1998
– –
-100
1999
– –
-779
2000
– –
-6,310
78 79
80
81 82