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
– –
-546
2177
$0 ﹤0.01%
+200
2178
– –
-6,280
2179
– –
0
2180
– –
-357
2181
– –
-47
2182
– –
0
2183
– –
-8,725
2184
– –
0
2185
– –
-8,249
2186
$0 ﹤0.01%
3
2187
– –
-700
2188
– –
0
2189
– –
-10,004
2190
– –
0
2191
– –
-10,677
2192
– –
-25
2193
– –
-6,060
2194
– –
-1
2195
– –
-108
2196
– –
-10,320
2197
$0 ﹤0.01%
27
2198
– –
-355
2199
– –
-30
2200
– –
-51
85 86 87
88
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