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
26
$413M 0.74%
1,778,005
-36,928
27
$403M 0.72%
2,369,198
-23,428
28
$402M 0.72%
842,211
-7,646
29
$400M 0.72%
1,621,587
-20,799
30
$400M 0.72%
3,298,565
+17,303
31
$398M 0.71%
2,475,130
-26,141
32
$394M 0.71%
1,784,794
-33,692
33
$389M 0.7%
14,964,942
+238,375
34
$384M 0.69%
620,916
-5,652
35
$383M 0.69%
2,130,966
-33,281
36
$380M 0.68%
720,453
+2,855
37
$373M 0.67%
1,805,284
-21,292
38
$366M 0.66%
3,111,301
-29,131
39
$365M 0.65%
2,414,101
-10,913
40
$355M 0.64%
638,690
-91,533
41
$353M 0.63%
1,158,576
+6,736
42
$346M 0.62%
1,459,731
+53,310
43
$346M 0.62%
700,982
-22,216
44
$344M 0.62%
917,226
+87,628
45
$343M 0.61%
1,941,260
+112
46
$332M 0.59%
1,399,001
-5,860
47
$327M 0.59%
3,148,878
-9,971
48
$327M 0.59%
1,238,831
-6,707
49
$320M 0.57%
3,329,782
+551,503
50
$310M 0.55%
9,292,213
-152,469
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