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
526
$2.52M ﹤0.01%
32,237
-1,362
527
$2.52M ﹤0.01%
+11,254
528
$2.51M ﹤0.01%
13,918
+2,746
529
$2.5M ﹤0.01%
91,023
+1,949
530
$2.49M ﹤0.01%
1,940
-85
531
$2.45M ﹤0.01%
42,727
-10,819
532
$2.45M ﹤0.01%
43,172
+3,977
533
$2.44M ﹤0.01%
3,145
-220
534
$2.43M ﹤0.01%
48,145
-2,964
535
$2.41M ﹤0.01%
71,059
+7,904
536
$2.39M ﹤0.01%
15,931
-102
537
$2.38M ﹤0.01%
25,922
-241
538
$2.35M ﹤0.01%
22,581
+696
539
$2.34M ﹤0.01%
26,694
-1,574
540
$2.34M ﹤0.01%
325,728
+114,005
541
$2.32M ﹤0.01%
7,785
+4,950
542
$2.32M ﹤0.01%
37,917
+5,057
543
$2.31M ﹤0.01%
21,399
544
$2.27M ﹤0.01%
156,074
+138,718
545
$2.25M ﹤0.01%
114,491
+1,290
546
$2.25M ﹤0.01%
4,434
-50
547
$2.23M ﹤0.01%
19,298
-5,039
548
$2.22M ﹤0.01%
61,117
+4,740
549
$2.21M ﹤0.01%
20,038
+259
550
$2.2M ﹤0.01%
91,932
+5,061
20 21
22
23 24