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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
3301
– –
-930
3302
– –
-20,300
3303
– –
-63
3304
– –
-3,354
3305
– –
-58
3306
– –
-192
3307
– –
-400
3308
– –
0
3309
– –
-2,856
3310
– –
-11
3311
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-47
3312
– –
0
3313
– –
-14,325
3314
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-48
3315
– –
-10,000
3316
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-36
3317
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-182
3318
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-1,500
3319
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-3,222
3320
– –
-16
3321
– –
-7,688
3322
– –
-1,625
3323
– –
-3,025
3324
– –
-20
3325
– –
-250
131 132
133
134 135