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
2126
– –
-300
2127
– –
-4
2128
– –
-3
2129
$0 ﹤0.01%
26
2130
$0 ﹤0.01%
8
2131
$0 ﹤0.01%
2
-4,850
2132
$0 ﹤0.01%
1
2133
– –
-656
2134
– –
0
2135
– –
-80
2136
$0 ﹤0.01%
10
2137
– –
-14
2138
– –
-40,500
2139
– –
-83
2140
$0 ﹤0.01%
+1
2141
– –
-3,252
2142
– –
-199
2143
– –
-96
2144
$0 ﹤0.01%
100
2145
– –
0
2146
– –
-30,249
2147
– –
-900
2148
– –
-500
2149
– –
-35
2150
$0 ﹤0.01%
30
84 85
86
87 88