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
2076
– –
-39
2077
– –
0
2078
– –
0
2079
– –
-4,000
2080
– –
-1,350
2081
– –
0
2082
– –
-1,616
2083
$0 ﹤0.01%
18
2084
– –
-116
2085
– –
-29
2086
$0 ﹤0.01%
14
2087
– –
-47
2088
$0 ﹤0.01%
+5
2089
– –
-983
2090
– –
-60
2091
– –
-1,108
2092
$0 ﹤0.01%
15
-2,421
2093
$0 ﹤0.01%
4
2094
$0 ﹤0.01%
3
2095
$0 ﹤0.01%
5
+3
2096
$0 ﹤0.01%
6
-154
2097
– –
-500
2098
$0 ﹤0.01%
+1
2099
– –
-8
2100
– –
-65,205
82 83
84
85 86