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
501
$3.06M 0.01%
19,847
-1,640
502
$3.02M 0.01%
13,002
+5,304
503
$3.01M 0.01%
6,478
-4,304
504
$2.98M 0.01%
10,554
+490
505
$2.91M 0.01%
7,475
+773
506
$2.86M 0.01%
62,019
-3,166
507
$2.83M 0.01%
127,647
+20,616
508
$2.8M 0.01%
61,985
+1,518
509
$2.76M ﹤0.01%
35,892
+6,327
510
$2.75M ﹤0.01%
17,341
-6,864
511
$2.69M ﹤0.01%
59,935
-1,033
512
$2.69M ﹤0.01%
107,766
+27,312
513
$2.68M ﹤0.01%
2,552
+312
514
$2.67M ﹤0.01%
16,003
-4
515
$2.65M ﹤0.01%
43,280
-506
516
$2.62M ﹤0.01%
45,783
-4,091
517
$2.62M ﹤0.01%
50,813
+16,811
518
$2.58M ﹤0.01%
7,998
+1,207
519
$2.57M ﹤0.01%
9,608
-46
520
$2.57M ﹤0.01%
98,640
+212
521
$2.55M ﹤0.01%
19,556
-52
522
$2.55M ﹤0.01%
15,523
+501
523
$2.54M ﹤0.01%
12,390
+123
524
$2.54M ﹤0.01%
16,934
+708
525
$2.53M ﹤0.01%
136,905
+109,601
19 20
21
22 23