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
3301
– –
-983
3302
– –
-3,775
3303
– –
-68
3304
– –
-56
3305
– –
-12
3306
– –
-500
3307
– –
-259
3308
– –
0
3309
– –
-1,313
3310
– –
-839
3311
– –
-3
3312
– –
-61
3313
– –
-61
3314
– –
-41
3315
– –
-205
3316
– –
-2
3317
– –
-396
3318
– –
-930
3319
– –
-20,300
3320
– –
-63
3321
– –
-3,354
3322
– –
-58
3323
– –
-192
3324
– –
-400
3325
– –
-2
131 132
133
134 135