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
3126
– –
-10,000
3127
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-36
3128
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-182
3129
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-1,500
3130
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-3,222
3131
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-16
3132
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-7,688
3133
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-1,625
3134
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-3,025
3135
– –
-7,091
3136
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-383
3137
– –
-2,850
3138
– –
-5,500
3139
– –
-7,794
3140
– –
-1,785
3141
– –
-270
3142
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-203
3143
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-91
3144
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-160
3145
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-4,702
3146
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-150
3147
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-423
3148
– –
-18
3149
– –
-500
3150
– –
0
124 125
126
127 128