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
3101
– –
-1,900
3102
– –
-10
3103
– –
0
3104
– –
0
3105
$2 ﹤0.01%
+1
3106
– –
0
3107
– –
0
3108
– –
0
3109
– –
0
3110
– –
0
3111
$1 ﹤0.01%
1
3112
– –
-12
3113
– –
-500
3114
– –
-230
3115
– –
-16
3116
– –
-259
3117
– –
0
3118
– –
-1,313
3119
– –
-839
3120
– –
-3
3121
– –
-61
3122
– –
-61
3123
– –
-41
3124
– –
-205
3125
– –
-2
123 124
125
126 127