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
301
$15.3M 0.03%
296,525
+97,758
302
$15.2M 0.03%
139,258
+3,763
303
$15M 0.03%
315,564
-7,740
304
$15M 0.03%
113,859
+49,306
305
$14.9M 0.03%
168,296
-40,739
306
$14.8M 0.03%
290,692
+38,171
307
$14.8M 0.03%
253,207
-2,472
308
$14.8M 0.03%
746,779
+123,358
309
$14.6M 0.03%
104,209
-107
310
$14.5M 0.03%
59,704
+1,599
311
$14.5M 0.03%
43,349
+137
312
$14.4M 0.03%
69,518
-9,264
313
$14.4M 0.03%
408,765
+171,890
314
$13.8M 0.02%
245,159
+96,862
315
$13.5M 0.02%
83,063
+58,633
316
$13.1M 0.02%
96,851
+79,289
317
$13M 0.02%
85,952
+564
318
$12.9M 0.02%
12,398
+159
319
$12.7M 0.02%
141,041
+1,611
320
$12.6M 0.02%
38,864
-350
321
$12.5M 0.02%
+279,093
322
$12.3M 0.02%
342,527
-38,665
323
$12M 0.02%
28,823
-2,313
324
$11.6M 0.02%
281,573
-6,601
325
$11.5M 0.02%
108,645
+1,240
11 12
13
14 15