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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
3251
– –
-5
3252
– –
-2,554
3253
– –
-8,000
3254
– –
-379
3255
– –
-70
3256
– –
-49
3257
– –
-787
3258
– –
-500
3259
– –
-47
3260
– –
-1
3261
– –
-5,000
3262
– –
-238
3263
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-2,010
3264
– –
-17
3265
– –
-1,850
3266
– –
-2,380
3267
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-200
3268
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-1,500
3269
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-18,500
3270
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-101
3271
– –
-5,150
3272
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-17
3273
– –
-1,287
3274
– –
-2,000
3275
– –
-27
129 130
131
132 133