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
3176
– –
-1,850
3177
– –
-2,380
3178
– –
-17
3179
– –
-112
3180
– –
-358
3181
– –
-2,000
3182
– –
-267
3183
– –
-1,000
3184
– –
-8,435
3185
– –
-11
3186
– –
-1,795
3187
– –
-18
3188
– –
-53
3189
– –
-979
3190
– –
-230
3191
– –
-16
3192
– –
-3,222
3193
– –
-16
3194
– –
-7,688
3195
– –
-1,625
3196
– –
-3,025
3197
– –
-7,091
3198
– –
-150
3199
– –
-1,000
3200
– –
-311
126 127
128
129 130