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
$55.8B
AUM Growth
+$2.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,359
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$118M
3
+$66.6M
4
FOUR icon
Shift4
FOUR
+$64.2M
5
STEP icon
StepStone Group
STEP
+$56.6M

Top Sells

1
+$149M
2
+$126M
3
+$121M
4
NEE icon
NextEra Energy
NEE
+$114M
5
LLY icon
Eli Lilly
LLY
+$112M

Sector Composition

1 Technology 26.72%
2 Financials 12.27%
3 Healthcare 11.84%
4 Industrials 10.38%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$5.82K ﹤0.01%
198
2552
$5.8K ﹤0.01%
145
-9
2553
$5.78K ﹤0.01%
200
2554
$5.77K ﹤0.01%
258
+1
2555
$5.77K ﹤0.01%
2,000
2556
$5.76K ﹤0.01%
6,000
2557
$5.74K ﹤0.01%
402
2558
$5.72K ﹤0.01%
+356
2559
$5.71K ﹤0.01%
587
2560
$5.7K ﹤0.01%
+125
2561
$5.68K ﹤0.01%
430
2562
$5.66K ﹤0.01%
+100
2563
$5.64K ﹤0.01%
200
2564
$5.61K ﹤0.01%
+675
2565
$5.6K ﹤0.01%
244
-300
2566
$5.58K ﹤0.01%
158
-83
2567
$5.57K ﹤0.01%
378
-92
2568
$5.57K ﹤0.01%
43
2569
$5.53K ﹤0.01%
330
-177
2570
$5.52K ﹤0.01%
704
+630
2571
$5.51K ﹤0.01%
240
+40
2572
$5.42K ﹤0.01%
130
2573
$5.42K ﹤0.01%
108
2574
$5.38K ﹤0.01%
1,046
2575
$5.37K ﹤0.01%
339
+11
101 102
103
104 105