CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$160M
2
+$114M
3
+$75.1M
4
MSFT icon
Microsoft
MSFT
+$67.1M
5
STEP icon
StepStone Group
STEP
+$63.1M

Top Sells

1
+$148M
2
+$131M
3
+$126M
4
NEE icon
NextEra Energy
NEE
+$123M
5
LLY icon
Eli Lilly
LLY
+$110M

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
3076
$28 ﹤0.01%
30
3077
$23 ﹤0.01%
400
3078
$22 ﹤0.01%
+2
3079
$21 ﹤0.01%
1
3080
$19 ﹤0.01%
1
-40
3081
$17 ﹤0.01%
12
3082
$16 ﹤0.01%
1
3083
$15 ﹤0.01%
1
-6
3084
$14 ﹤0.01%
1
3085
$14 ﹤0.01%
+1
3086
$12 ﹤0.01%
2
-7,500
3087
$12 ﹤0.01%
1
3088
$11 ﹤0.01%
1
3089
$11 ﹤0.01%
1
3090
$10 ﹤0.01%
4
3091
$9 ﹤0.01%
1
3092
$9 ﹤0.01%
1
3093
$8 ﹤0.01%
+4
3094
– –
-38
3095
$7 ﹤0.01%
1
3096
– –
0
3097
$6 ﹤0.01%
1
3098
– –
0
3099
$5 ﹤0.01%
1
3100
– –
0
122 123
124
125 126