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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
3226
– –
-1,400
3227
– –
-1,575
3228
– –
-11
3229
– –
-502
3230
– –
-5,113
3231
– –
-3,000
3232
– –
-2,000
3233
– –
-99
3234
– –
-177
3235
– –
-10
3236
– –
-2,083
3237
– –
-500
3238
– –
-4,500
3239
– –
-7,523
3240
– –
-44
3241
– –
-1
3242
– –
-200
3243
– –
-200
3244
– –
-2,947
3245
– –
-45
3246
– –
-7,000
3247
– –
-7,750
3248
– –
-500
3249
– –
-283
3250
– –
-10
128 129
130
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