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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
2026
– –
-200
2027
– –
-4,160
2028
$0 ﹤0.01%
20
2029
– –
-250
2030
$0 ﹤0.01%
24
-2,000
2031
– –
0
2032
$0 ﹤0.01%
+12
2033
– –
-617
2034
– –
-17
2035
– –
-2,358
2036
– –
-10
2037
– –
-16
2038
$0 ﹤0.01%
27
2039
$0 ﹤0.01%
5
2040
$0 ﹤0.01%
700
2041
– –
-106,785
2042
– –
-10,000
2043
– –
-700
2044
– –
-204
2045
$0 ﹤0.01%
16
2046
– –
-3,171
2047
– –
-200
2048
$0 ﹤0.01%
1
2049
– –
-14,413
2050
– –
-1,700
80 81
82
83 84