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
– –
-4,000
2152
– –
-20,112
2153
– –
-472
2154
– –
-2,089
2155
– –
-1,515
2156
– –
-1,000
2157
$0 ﹤0.01%
2
2158
– –
-250
2159
– –
-983
2160
– –
-60
2161
– –
-1,108
2162
$0 ﹤0.01%
15
-2,421
2163
$0 ﹤0.01%
4
2164
– –
0
2165
$0 ﹤0.01%
3
2166
– –
0
2167
$0 ﹤0.01%
5
+3
2168
$0 ﹤0.01%
+1
2169
– –
-28,837
2170
$0 ﹤0.01%
5
2171
– –
-24
2172
– –
-17,179
2173
– –
-80
2174
– –
-500
2175
– –
-52,749
85 86
87
88 89