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
2176
– –
-30
2177
$0 ﹤0.01%
5
2178
– –
-10,497
2179
– –
-25
2180
– –
-63
2181
– –
-1,300
2182
– –
-1,116
2183
– –
-204,360
2184
– –
-100
2185
– –
-4,252
2186
– –
-1,781
2187
– –
-3,051
2188
$0 ﹤0.01%
50
2189
$0 ﹤0.01%
2
2190
– –
-3,000
2191
$0 ﹤0.01%
6
2192
– –
-472
2193
– –
-2,089
2194
– –
-1,515
2195
– –
-1,000
2196
$0 ﹤0.01%
2
2197
– –
-250
2198
$0 ﹤0.01%
+1
2199
– –
-13,152
2200
– –
-28,837
85 86 87
88
89