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
2601
$4.79K ﹤0.01%
390
2602
$4.75K ﹤0.01%
134
-50
2603
$4.71K ﹤0.01%
253
2604
$4.69K ﹤0.01%
109
2605
$4.66K ﹤0.01%
100
2606
$4.65K ﹤0.01%
+338
2607
$4.63K ﹤0.01%
62
2608
$4.62K ﹤0.01%
402
-115
2609
$4.61K ﹤0.01%
364
2610
$4.58K ﹤0.01%
1,285
2611
$4.55K ﹤0.01%
150
-4,702
2612
$4.52K ﹤0.01%
91
2613
$4.5K ﹤0.01%
970
2614
$4.49K ﹤0.01%
255
2615
$4.49K ﹤0.01%
215
2616
$4.49K ﹤0.01%
115
2617
$4.48K ﹤0.01%
167
+2
2618
$4.46K ﹤0.01%
728
-4,520
2619
$4.43K ﹤0.01%
400
2620
$4.43K ﹤0.01%
78
2621
$4.39K ﹤0.01%
197
+3
2622
$4.38K ﹤0.01%
2,000
2623
$4.34K ﹤0.01%
101
2624
$4.33K ﹤0.01%
85
2625
$4.33K ﹤0.01%
266
103 104
105
106 107