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
2951
$687 ﹤0.01%
79
2952
$680 ﹤0.01%
+100
2953
$630 ﹤0.01%
534
2954
$629 ﹤0.01%
+25,895
2955
$613 ﹤0.01%
23
+14
2956
$612 ﹤0.01%
300
2957
$611 ﹤0.01%
75
2958
$597 ﹤0.01%
290
2959
$581 ﹤0.01%
67
-1
2960
$580 ﹤0.01%
57
+47
2961
$570 ﹤0.01%
200
2962
$568 ﹤0.01%
100
2963
$568 ﹤0.01%
647
-2,000
2964
$567 ﹤0.01%
90
2965
$554 ﹤0.01%
80
2966
$554 ﹤0.01%
26
2967
$548 ﹤0.01%
129
-24
2968
$546 ﹤0.01%
+200
2969
$537 ﹤0.01%
471
2970
$536 ﹤0.01%
100
2971
$528 ﹤0.01%
50
-45
2972
$519 ﹤0.01%
23
-5,111
2973
$518 ﹤0.01%
30
2974
$513 ﹤0.01%
20
2975
$509 ﹤0.01%
525
117 118
119
120 121