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
3201
– –
-20
3202
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-250
3203
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-10
3204
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-17
3205
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-8,121
3206
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-3,860
3207
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-86
3208
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-2,098
3209
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-3,300
3210
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-20
3211
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-262
3212
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-3,500
3213
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-334
3214
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-11
3215
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-1,400
3216
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-1,575
3217
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-11
3218
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-502
3219
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-5,113
3220
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-1,908,268
3221
– –
-1,850
3222
– –
-1
3223
– –
-400
3224
– –
-1,700
3225
– –
-8
127 128
129
130 131