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
551
$2.2M ﹤0.01%
41,647
-30,581
552
$2.19M ﹤0.01%
10,908
-1,106
553
$2.18M ﹤0.01%
176,898
-298
554
$2.17M ﹤0.01%
57,847
+8,806
555
$2.16M ﹤0.01%
+48,856
556
$2.12M ﹤0.01%
31,843
+141
557
$2.11M ﹤0.01%
23,784
+32
558
$2.11M ﹤0.01%
9,803
-1,907
559
$2.11M ﹤0.01%
7,157
+107
560
$2.07M ﹤0.01%
22,650
+2,664
561
$2.06M ﹤0.01%
61,681
-7,245
562
$2.05M ﹤0.01%
72,313
+15,552
563
$2.03M ﹤0.01%
6,776
+20
564
$2.03M ﹤0.01%
56,048
-6,036
565
$2.02M ﹤0.01%
28,704
+305
566
$2.02M ﹤0.01%
18,729
+301
567
$2.02M ﹤0.01%
12,600
-60
568
$2.01M ﹤0.01%
27,000
+26,576
569
$1.99M ﹤0.01%
18,613
+16,257
570
$1.96M ﹤0.01%
8,661
-1,689
571
$1.95M ﹤0.01%
15,355
+12,969
572
$1.93M ﹤0.01%
26,985
-534
573
$1.93M ﹤0.01%
13,253
-1
574
$1.92M ﹤0.01%
15,492
-12,520
575
$1.89M ﹤0.01%
15,455
+435
21 22
23
24 25