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
376
$7.24M 0.01%
90,310
+7,404
377
$7.23M 0.01%
47,547
+461
378
$7.2M 0.01%
70,212
-4,273
379
$7.17M 0.01%
250,256
+250,152
380
$7.09M 0.01%
48,476
-3,266
381
$6.9M 0.01%
25,044
+333
382
$6.86M 0.01%
57,612
-1,995
383
$6.82M 0.01%
193,527
-2,618
384
$6.79M 0.01%
11,625
-503
385
$6.75M 0.01%
105,490
+104,950
386
$6.69M 0.01%
69,724
+10,472
387
$6.69M 0.01%
156,371
-200
388
$6.68M 0.01%
2,342,522
-865,107
389
$6.64M 0.01%
20,323
+232
390
$6.42M 0.01%
198,633
+3,502
391
$6.37M 0.01%
895,709
392
$6.24M 0.01%
46,243
+623
393
$6.24M 0.01%
13,885
+3,004
394
$6.24M 0.01%
458,185
+457,894
395
$6.14M 0.01%
54,893
-225
396
$6.12M 0.01%
62,869
+14,855
397
$6.06M 0.01%
60,166
+22,642
398
$5.92M 0.01%
54,341
+12,299
399
$5.88M 0.01%
390,711
-1,647
400
$5.78M 0.01%
78,247
+1,457
14 15
16
17 18