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
476
$3.74M 0.01%
45,800
+1,590
477
$3.74M 0.01%
82,966
-852,681
478
$3.7M 0.01%
14,364
+828
479
$3.69M 0.01%
125,736
+102,472
480
$3.58M 0.01%
19,718
-260
481
$3.55M 0.01%
57,614
+314
482
$3.54M 0.01%
42,222
-2,008
483
$3.54M 0.01%
47,096
-270,526
484
$3.53M 0.01%
54,540
+3,267
485
$3.46M 0.01%
64,687
+60,376
486
$3.44M 0.01%
6,519
+324
487
$3.44M 0.01%
92,383
+7,698
488
$3.44M 0.01%
332,932
-189,204
489
$3.43M 0.01%
14,033
-2,453
490
$3.38M 0.01%
223,990
491
$3.33M 0.01%
23,734
-264
492
$3.26M 0.01%
16,991
+576
493
$3.25M 0.01%
63,022
+62,817
494
$3.24M 0.01%
159,592
-23,233
495
$3.22M 0.01%
142,557
+21,684
496
$3.19M 0.01%
24,067
+13,582
497
$3.17M 0.01%
23,736
-3,047
498
$3.16M 0.01%
32,935
-12,602
499
$3.11M 0.01%
31,694
+10,118
500
$3.11M 0.01%
109,800
-38
18 19
20
21 22