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
3101
– –
-1,900
3102
– –
-10
3103
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0
3104
– –
0
3105
$2 ﹤0.01%
+1
3106
– –
0
3107
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0
3108
– –
0
3109
– –
0
3110
– –
0
3111
$1 ﹤0.01%
1
3112
– –
-2,000
3113
– –
-701
3114
– –
-175
3115
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-100
3116
– –
-700
3117
– –
-10
3118
– –
-15
3119
– –
-117
3120
– –
-55
3121
– –
-36
3122
– –
-343
3123
– –
-18
3124
– –
-19
3125
– –
-540
123 124
125
126 127