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
1451
$105K ﹤0.01%
2,344
+2,338
1452
$105K ﹤0.01%
2,150
-7,679
1453
$105K ﹤0.01%
3,694
+302
1454
$104K ﹤0.01%
4,850
-746
1455
$104K ﹤0.01%
2,487
+81
1456
$104K ﹤0.01%
1,575
+60
1457
$104K ﹤0.01%
2,500
+2,327
1458
$103K ﹤0.01%
+10,000
1459
$103K ﹤0.01%
2,010
1460
$103K ﹤0.01%
1,347
+48
1461
$103K ﹤0.01%
1,367
+79
1462
$103K ﹤0.01%
3,034
1463
$103K ﹤0.01%
460
+64
1464
$102K ﹤0.01%
1,068
1465
$102K ﹤0.01%
+12,600
1466
$102K ﹤0.01%
1,235
-47
1467
$102K ﹤0.01%
+15,000
1468
$102K ﹤0.01%
2,907
+4
1469
$102K ﹤0.01%
768
-882
1470
$102K ﹤0.01%
+9,645
1471
$102K ﹤0.01%
1,513
+762
1472
$102K ﹤0.01%
+4,356
1473
$102K ﹤0.01%
1,243
+321
1474
$101K ﹤0.01%
2,533
+1,033
1475
$101K ﹤0.01%
2,224
+777
57 58
59
60 61