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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
2001
$0 ﹤0.01%
8
2002
$0 ﹤0.01%
125
2003
– –
-14,400
2004
$0 ﹤0.01%
9
2005
$0 ﹤0.01%
23
2006
– –
-48,736
2007
– –
-17,655
2008
– –
-9
2009
$0 ﹤0.01%
2
2010
– –
-90
2011
– –
-760
2012
– –
-447
2013
– –
-9
2014
– –
-549
2015
– –
-300
2016
$0 ﹤0.01%
8
2017
– –
-8
2018
– –
-131
2019
– –
-352
2020
$0 ﹤0.01%
1
2021
– –
-1,000
2022
– –
-109
2023
– –
-650
2024
– –
-500
2025
– –
-970
79 80
81
82 83