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
2926
$853 ﹤0.01%
154
2927
$852 ﹤0.01%
325
2928
$851 ﹤0.01%
28
+8
2929
$849 ﹤0.01%
50
2930
$849 ﹤0.01%
9
-16
2931
$833 ﹤0.01%
29
2932
$820 ﹤0.01%
49
2933
$819 ﹤0.01%
61
-20
2934
$806 ﹤0.01%
75
2935
$796 ﹤0.01%
86
-1
2936
$789 ﹤0.01%
63
2937
$773 ﹤0.01%
100
2938
$767 ﹤0.01%
15
-919
2939
$767 ﹤0.01%
147
-181
2940
$767 ﹤0.01%
650
2941
$752 ﹤0.01%
312
+60
2942
$742 ﹤0.01%
9
2943
$721 ﹤0.01%
139
2944
$717 ﹤0.01%
17
2945
$707 ﹤0.01%
1,041
2946
$701 ﹤0.01%
36
2947
$698 ﹤0.01%
+20
2948
$691 ﹤0.01%
123
-122
2949
$689 ﹤0.01%
33
-177
2950
$688 ﹤0.01%
4
116 117
118
119 120