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
2051
– –
-106,785
2052
– –
-10,000
2053
– –
-700
2054
– –
-204
2055
$0 ﹤0.01%
16
2056
– –
-3,171
2057
– –
-200
2058
$0 ﹤0.01%
1
2059
– –
-14,413
2060
– –
-1,700
2061
– –
-6
2062
– –
-2,437
2063
– –
-143
2064
– –
-295
2065
– –
-195
2066
– –
-23,412
2067
– –
-1,015
2068
– –
-12
2069
– –
-143
2070
– –
-7,036
2071
– –
-48,345
2072
– –
-350
2073
– –
-358,612
2074
$0 ﹤0.01%
+25
2075
$0 ﹤0.01%
7
81 82
83
84 85