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
2976
$509 ﹤0.01%
80
2977
$504 ﹤0.01%
+8
2978
$502 ﹤0.01%
+18
2979
$497 ﹤0.01%
25
2980
$492 ﹤0.01%
100
2981
$489 ﹤0.01%
50
2982
$461 ﹤0.01%
108
2983
$458 ﹤0.01%
17
-1,144
2984
$456 ﹤0.01%
100
2985
$456 ﹤0.01%
10
2986
$450 ﹤0.01%
57
-16
2987
$449 ﹤0.01%
42
2988
$441 ﹤0.01%
100
2989
$433 ﹤0.01%
71
-24
2990
$432 ﹤0.01%
137
2991
$432 ﹤0.01%
300
2992
$428 ﹤0.01%
23
-625
2993
$399 ﹤0.01%
100
2994
$389 ﹤0.01%
186
2995
$387 ﹤0.01%
6
2996
$384 ﹤0.01%
17
2997
$380 ﹤0.01%
+20
2998
$379 ﹤0.01%
5
-10
2999
$375 ﹤0.01%
155
3000
$360 ﹤0.01%
+20
118 119
120
121 122