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
3201
– –
-1,571
3202
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3203
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-8,121
3204
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-3,860
3205
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3206
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-2,098
3207
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-20
3208
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3209
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-3,500
3210
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-334
3211
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-11
3212
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-1,400
3213
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-1,575
3214
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-11
3215
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-502
3216
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-5,113
3217
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-1,908,268
3218
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-1,850
3219
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-1
3220
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-400
3221
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3222
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-486
3223
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-1,700
3224
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-8
3225
– –
-1
127 128
129
130 131