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
451
$4.42M 0.01%
105,283
+3,084
452
$4.39M 0.01%
35,705
+1,790
453
$4.37M 0.01%
96,422
+11,000
454
$4.36M 0.01%
45,917
+30,350
455
$4.32M 0.01%
55,292
-8,500
456
$4.28M 0.01%
30,607
+855
457
$4.25M 0.01%
22,183
+549
458
$4.22M 0.01%
53,331
+53,113
459
$4.22M 0.01%
75,057
-22,209
460
$4.1M 0.01%
45,938
-726
461
$4.09M 0.01%
123,411
-83,947
462
$4.09M 0.01%
311,560
-265,618
463
$4.06M 0.01%
602,176
-182,070
464
$4.03M 0.01%
9,531
+64
465
$4.02M 0.01%
15,472
+2,305
466
$3.99M 0.01%
32,924
+24,063
467
$3.91M 0.01%
13,491
+242
468
$3.9M 0.01%
110,242
-846
469
$3.89M 0.01%
2,479
-634
470
$3.87M 0.01%
59,569
+3,149
471
$3.82M 0.01%
84,030
+15,657
472
$3.81M 0.01%
22,711
+2,108
473
$3.8M 0.01%
96,705
474
$3.76M 0.01%
48,714
+1,214
475
$3.75M 0.01%
48,108
+13,937
17 18
19
20 21