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
426
$5.15M 0.01%
350,474
+343,490
427
$5.15M 0.01%
195,929
-19,715
428
$5.13M 0.01%
38,210
+382
429
$5.09M 0.01%
25,170
-833
430
$5.02M 0.01%
25,440
+1,244
431
$5M 0.01%
58,428
-2,635
432
$4.99M 0.01%
16,752
-491
433
$4.97M 0.01%
143,941
-5,564
434
$4.93M 0.01%
90,499
+6,078
435
$4.9M 0.01%
22,180
+5,050
436
$4.89M 0.01%
28,034
-556
437
$4.86M 0.01%
24,446
438
$4.84M 0.01%
48,054
-828
439
$4.82M 0.01%
37,124
440
$4.82M 0.01%
62,079
+425
441
$4.78M 0.01%
128,662
-1,935
442
$4.75M 0.01%
18,726
-377
443
$4.69M 0.01%
62,974
+62,016
444
$4.56M 0.01%
127,255
445
$4.54M 0.01%
19,400
+310
446
$4.53M 0.01%
89,629
-3,181
447
$4.52M 0.01%
17,734
-1,158
448
$4.5M 0.01%
64,593
+5,767
449
$4.49M 0.01%
23,662
-799
450
$4.44M 0.01%
45,722
-817
16 17
18
19 20