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
– –
-22
2127
$0 ﹤0.01%
10
2128
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-150
2129
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-11,529
2130
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-32
2131
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-38,261
2132
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-66
2133
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-500
2134
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-164
2135
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-258
2136
– –
-130,175
2137
– –
-4,008
2138
$0 ﹤0.01%
10
2139
$0 ﹤0.01%
+200
2140
– –
0
2141
– –
-1,616
2142
$0 ﹤0.01%
18
2143
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-116
2144
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-29
2145
$0 ﹤0.01%
14
2146
– –
-47
2147
$0 ﹤0.01%
+5
2148
– –
0
2149
– –
-30
2150
$0 ﹤0.01%
5
84 85
86
87 88