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
2101
– –
-1,143
2102
– –
-522
2103
– –
-677
2104
– –
-155
2105
– –
-1,297
2106
– –
-300
2107
– –
-450
2108
$0 ﹤0.01%
14
-485
2109
– –
-136
2110
– –
-26,470
2111
– –
-6,310
2112
$0 ﹤0.01%
8
2113
$0 ﹤0.01%
125
2114
– –
-14,400
2115
$0 ﹤0.01%
9
2116
$0 ﹤0.01%
23
2117
– –
-48,736
2118
– –
-17,655
2119
– –
-9
2120
$0 ﹤0.01%
2
2121
– –
-90
2122
– –
-760
2123
– –
-447
2124
– –
-9
2125
– –
-549
83 84
85
86 87