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
701
$927K ﹤0.01%
13,777
+2,950
702
$925K ﹤0.01%
9,133
-4,850
703
$919K ﹤0.01%
5,527
-15
704
$917K ﹤0.01%
9,346
+7,604
705
$911K ﹤0.01%
166,019
706
$908K ﹤0.01%
3,081
-567
707
$907K ﹤0.01%
12,582
+2,901
708
$907K ﹤0.01%
6,392
-155
709
$905K ﹤0.01%
7,187
+384
710
$905K ﹤0.01%
20,027
-10
711
$904K ﹤0.01%
8,180
+2,198
712
$902K ﹤0.01%
13,818
-161,135
713
$897K ﹤0.01%
9,881
+1,269
714
$894K ﹤0.01%
16,355
+100
715
$891K ﹤0.01%
17,115
716
$884K ﹤0.01%
16,514
+1,669
717
$880K ﹤0.01%
4,958
718
$877K ﹤0.01%
6,282
-110
719
$871K ﹤0.01%
30,784
720
$866K ﹤0.01%
17,255
721
$863K ﹤0.01%
44,992
-1,500
722
$858K ﹤0.01%
8,395
723
$858K ﹤0.01%
5,089
-22,991
724
$852K ﹤0.01%
22,136
725
$852K ﹤0.01%
4,826
+3,701
27 28
29
30 31