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
401
$5.78M 0.01%
45,554
-6,481
402
$5.76M 0.01%
879,844
403
$5.73M 0.01%
112,210
-6,490
404
$5.73M 0.01%
+86,876
405
$5.69M 0.01%
11,503
+1,080
406
$5.68M 0.01%
53,669
+992
407
$5.66M 0.01%
20,543
+167
408
$5.65M 0.01%
167,560
-3,669
409
$5.61M 0.01%
686,363
+19
410
$5.61M 0.01%
488,252
+22,768
411
$5.57M 0.01%
49,802
+6,586
412
$5.54M 0.01%
+588,511
413
$5.53M 0.01%
68,472
-1,870
414
$5.39M 0.01%
10,963
+57
415
$5.39M 0.01%
37,858
+1,353
416
$5.38M 0.01%
85,579
-30,172
417
$5.31M 0.01%
154,098
-3,605
418
$5.28M 0.01%
240,020
+827
419
$5.27M 0.01%
+441,364
420
$5.24M 0.01%
21,519
+2,156
421
$5.22M 0.01%
62,774
+15,941
422
$5.21M 0.01%
63,622
-2,330
423
$5.2M 0.01%
156,452
-43,256
424
$5.19M 0.01%
73,536
-121,108
425
$5.16M 0.01%
66,544
+15,592
15 16
17
18 19