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
3326
– –
-8,435
3327
– –
-1,795
3328
– –
-18
3329
– –
-53
3330
– –
-979
3331
– –
-1,077
3332
– –
-930
3333
– –
-20,300
3334
– –
-4
3335
– –
-50
3336
– –
-302
3337
– –
-165
3338
– –
-3,000
3339
– –
-1
3340
– –
-315
3341
– –
-1
3342
– –
-983
3343
– –
-3,775
3344
– –
-68
3345
– –
-56
3346
– –
-12
3347
– –
-500
3348
– –
-230
3349
– –
-16
3350
– –
-259
131 132 133
134
135