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
226
$33.2M 0.06%
48
+23
227
$32.6M 0.06%
414,146
-3,646
228
$32.2M 0.06%
169,697
+5,111
229
$31.3M 0.06%
526,292
+526,198
230
$31.2M 0.06%
129,533
-1,657
231
$31.2M 0.06%
+2,148,600
232
$30.7M 0.06%
1,412,540
233
$30.4M 0.05%
774,930
+767,788
234
$30.2M 0.05%
153,467
+405
235
$30.1M 0.05%
68,926
+400
236
$30.1M 0.05%
288,305
-145
237
$29.9M 0.05%
1,546,470
+12,945
238
$28.7M 0.05%
245,754
-76,863
239
$28.4M 0.05%
171,312
-618
240
$28.1M 0.05%
452,387
+383
241
$27.7M 0.05%
284,028
-16,990
242
$27.7M 0.05%
114,727
+53,440
243
$27.6M 0.05%
93,841
+89,258
244
$26.8M 0.05%
429,896
-1,900
245
$26.6M 0.05%
1,267,467
+990,330
246
$26.4M 0.05%
229,309
-48,000
247
$26.4M 0.05%
814,555
-222,106
248
$25.8M 0.05%
916,486
-181,494
249
$25.8M 0.05%
311,164
+88,747
250
$25.6M 0.05%
97,931
+3,548
8 9
10
11 12