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
3051
$108 ﹤0.01%
100
3052
$107 ﹤0.01%
5
-295
3053
$102 ﹤0.01%
7
3054
$100 ﹤0.01%
17
-9
3055
$100 ﹤0.01%
12
3056
$98 ﹤0.01%
105
3057
$97 ﹤0.01%
53
3058
$93 ﹤0.01%
5
-250
3059
$89 ﹤0.01%
50
3060
$88 ﹤0.01%
4
-2
3061
$80 ﹤0.01%
1
3062
$68 ﹤0.01%
10
3063
$56 ﹤0.01%
20
3064
$56 ﹤0.01%
23
+1
3065
$48 ﹤0.01%
12
-150
3066
$48 ﹤0.01%
+1
3067
$42 ﹤0.01%
3
3068
$38 ﹤0.01%
3
-47
3069
$37 ﹤0.01%
+1,949
3070
$34 ﹤0.01%
15
3071
$33 ﹤0.01%
+3
3072
$32 ﹤0.01%
6
3073
$32 ﹤0.01%
2
-86
3074
$29 ﹤0.01%
3
3075
$29 ﹤0.01%
2
121 122
123
124 125