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
276
$20.1M 0.04%
794,320
+5,746
277
$19.6M 0.04%
116,448
+9
278
$19.1M 0.03%
101,035
+10,810
279
$19M 0.03%
529,871
+2,661
280
$19M 0.03%
194,315
-714
281
$18.4M 0.03%
454,010
+129,416
282
$18.3M 0.03%
167,227
-3,867
283
$18.3M 0.03%
138,238
-399
284
$18.3M 0.03%
91,003
-2,504
285
$18.2M 0.03%
276,289
+1,180
286
$18M 0.03%
191,838
-854
287
$17.8M 0.03%
377,013
-12,990
288
$17.8M 0.03%
247,549
-10,500
289
$17.6M 0.03%
175,709
-735
290
$17.6M 0.03%
680,451
-38,719
291
$17.5M 0.03%
440,906
+2,410
292
$17.2M 0.03%
157,708
-438,430
293
$16.6M 0.03%
42,427
-320
294
$16.3M 0.03%
42,435
+486
295
$16.3M 0.03%
89,516
+1,647
296
$16.2M 0.03%
51,034
-824
297
$15.7M 0.03%
79,154
-6,806
298
$15.6M 0.03%
161,716
299
$15.5M 0.03%
551,550
+7,056
300
$15.5M 0.03%
161,842
-4,054
10 11
12
13 14