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
326
$11.5M 0.02%
105,918
+1,008
327
$11.3M 0.02%
412,587
328
$11.2M 0.02%
342,187
+2,080
329
$11M 0.02%
1,888,266
-39,750
330
$10.9M 0.02%
65,198
-11,268
331
$10.9M 0.02%
463,348
+133,998
332
$10.9M 0.02%
84,776
+4,136
333
$10.9M 0.02%
48,671
-5,172
334
$10.6M 0.02%
42,823
+12,694
335
$10.6M 0.02%
2,516
-235
336
$10.6M 0.02%
200,483
+6,598
337
$10.5M 0.02%
145,851
+102,053
338
$10.5M 0.02%
194,761
-31,851
339
$10.4M 0.02%
+192,500
340
$10.1M 0.02%
364,919
-158,831
341
$10.1M 0.02%
44,645
-1,955
342
$10.1M 0.02%
165,859
-70,193
343
$10.1M 0.02%
+550,000
344
$9.97M 0.02%
451,191
+87,679
345
$9.91M 0.02%
16,889
-75
346
$9.76M 0.02%
342,776
347
$9.75M 0.02%
121,182
+7,092
348
$9.61M 0.02%
+809,891
349
$9.51M 0.02%
34,745
+6,539
350
$9.27M 0.02%
96,856
-339
12 13
14
15 16