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
2151
– –
-600
2152
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-182
2153
– –
-3,645
2154
– –
-627
2155
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-800
2156
$0 ﹤0.01%
5
2157
– –
-3,176
2158
– –
-22
2159
$0 ﹤0.01%
10
2160
– –
-150
2161
– –
-11,529
2162
– –
-32
2163
– –
-8
2164
– –
-38,261
2165
– –
-66
2166
– –
-500
2167
– –
-164
2168
– –
-258
2169
– –
-130,175
2170
– –
-4,008
2171
– –
-131
2172
– –
-80,786
2173
$0 ﹤0.01%
10
2174
$0 ﹤0.01%
+200
2175
– –
0
85 86
87
88 89