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
3001
$353 ﹤0.01%
50
3002
$347 ﹤0.01%
7
-6
3003
$346 ﹤0.01%
50
-125
3004
$330 ﹤0.01%
50
-93
3005
$319 ﹤0.01%
9
3006
$314 ﹤0.01%
34
3007
$310 ﹤0.01%
4
3008
$298 ﹤0.01%
250
3009
$288 ﹤0.01%
30
+1
3010
$284 ﹤0.01%
+25
3011
$280 ﹤0.01%
655
3012
$249 ﹤0.01%
80
3013
$246 ﹤0.01%
250
3014
$244 ﹤0.01%
222
3015
$236 ﹤0.01%
31
3016
$233 ﹤0.01%
50
3017
$213 ﹤0.01%
29
3018
$210 ﹤0.01%
27
3019
$207 ﹤0.01%
+34
3020
$203 ﹤0.01%
+5
3021
$201 ﹤0.01%
4
3022
$196 ﹤0.01%
+95
3023
$195 ﹤0.01%
83
3024
$194 ﹤0.01%
+21
3025
$192 ﹤0.01%
+25
119 120
121
122 123