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
351
$9.21M 0.02%
440,006
-16,741
352
$9.19M 0.02%
75,719
+18,946
353
$9.18M 0.02%
31,064
-1,779
354
$9.15M 0.02%
120,463
-33,333
355
$9.08M 0.02%
27,402
+478
356
$9M 0.02%
170,272
-11,064
357
$8.69M 0.02%
52,105
-532
358
$8.59M 0.02%
55,142
+2,855
359
$8.46M 0.02%
59,560
-5,563
360
$8.38M 0.02%
62,029
-323
361
$8.36M 0.02%
157,461
+5,272
362
$8.28M 0.01%
104,899
-29,467
363
$8.25M 0.01%
142,809
+2,076
364
$8.19M 0.01%
182,325
+62,186
365
$8.16M 0.01%
332,533
-70,448
366
$8.13M 0.01%
166,778
+21,021
367
$8.11M 0.01%
14,235
-1,367
368
$8.1M 0.01%
19,939
-107
369
$7.91M 0.01%
125,597
-17,706
370
$7.86M 0.01%
827,991
-202,209
371
$7.79M 0.01%
27,428
+276
372
$7.56M 0.01%
94,094
-748
373
$7.37M 0.01%
539,719
-14,058
374
$7.35M 0.01%
205,702
-5,916
375
$7.32M 0.01%
629,575
13 14
15
16 17