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
3276
– –
-20
3277
– –
-38
3278
– –
-1,800
3279
– –
-693
3280
– –
-220
3281
– –
-11
3282
– –
-3
3283
– –
-2,000
3284
– –
-1,206
3285
– –
-447
3286
– –
-46
3287
– –
-29
3288
$0 ﹤0.01%
100
3289
– –
-300
3290
– –
-483
3291
– –
-27
3292
– –
-1,077
3293
– –
-4
3294
– –
-50
3295
– –
-302
3296
– –
-165
3297
– –
-3,000
3298
– –
-1
3299
– –
-315
3300
– –
-1
130 131
132
133 134