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
251
$25.6M 0.05%
259,505
+13
252
$25.6M 0.05%
1,228,093
+118,841
253
$25.5M 0.05%
205,423
-1,883
254
$25.3M 0.05%
58,731
-325
255
$24.9M 0.04%
493,894
+475,228
256
$24.7M 0.04%
87,902
-89,561
257
$24.4M 0.04%
51,350
-877
258
$24.3M 0.04%
295,521
+73,000
259
$24M 0.04%
318,053
-403,837
260
$23.5M 0.04%
77,846
+66,686
261
$23.4M 0.04%
559,551
-111,226
262
$23.3M 0.04%
26,031
-61,415
263
$23.3M 0.04%
67,171
+22
264
$23M 0.04%
289,452
+281,145
265
$22.9M 0.04%
39,134
+3,614
266
$22.8M 0.04%
201,653
-9,753
267
$21.9M 0.04%
122,541
-79,598
268
$21.5M 0.04%
614,002
-87,323
269
$21.5M 0.04%
80,402
-34,236
270
$21.3M 0.04%
163,504
+23,351
271
$21.2M 0.04%
66,585
-1,212
272
$21.1M 0.04%
154,667
-3,469
273
$20.9M 0.04%
77,451
+71,359
274
$20.6M 0.04%
333,676
+333,503
275
$20.4M 0.04%
664,096
-28
9 10
11
12 13