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
3026
$186 ﹤0.01%
10
3027
$183 ﹤0.01%
50
3028
$180 ﹤0.01%
16
-870
3029
$169 ﹤0.01%
5
3030
$166 ﹤0.01%
20
3031
$159 ﹤0.01%
9
3032
$158 ﹤0.01%
3
-27
3033
$149 ﹤0.01%
4,074
3034
$148 ﹤0.01%
3
3035
$145 ﹤0.01%
23
3036
$145 ﹤0.01%
11
3037
$143 ﹤0.01%
134
3038
$142 ﹤0.01%
26
3039
$142 ﹤0.01%
+3
3040
$140 ﹤0.01%
8
3041
$137 ﹤0.01%
30
-20
3042
$137 ﹤0.01%
+18
3043
$135 ﹤0.01%
100
-234
3044
$129 ﹤0.01%
10
3045
$128 ﹤0.01%
123
3046
$126 ﹤0.01%
71
+40
3047
$116 ﹤0.01%
2
3048
$115 ﹤0.01%
6
3049
$110 ﹤0.01%
60
3050
$109 ﹤0.01%
+5
120 121
122
123 124