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
3126
– –
-124
3127
– –
-28
3128
– –
-7,500
3129
– –
-3,293
3130
– –
-58,575
3131
– –
-300
3132
– –
-64
3133
– –
-13
3134
– –
-851
3135
– –
-1,375
3136
– –
-32
3137
– –
-59
3138
– –
-400
3139
– –
-11
3140
– –
-5,533
3141
$0 ﹤0.01%
1,498
+14
3142
– –
-500
3143
– –
-1,000
3144
– –
-125
3145
– –
-3,580
3146
– –
-25
3147
– –
-250
3148
– –
-11,000
3149
– –
-26
3150
– –
-14
124 125
126
127 128