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
576
$1.89M ﹤0.01%
24,426
-1,361
577
$1.88M ﹤0.01%
15,718
578
$1.88M ﹤0.01%
5,885
579
$1.88M ﹤0.01%
11,522
-593
580
$1.87M ﹤0.01%
6,656
-75
581
$1.83M ﹤0.01%
7,638
+2,285
582
$1.81M ﹤0.01%
36,205
+2,561
583
$1.8M ﹤0.01%
20,035
-228
584
$1.8M ﹤0.01%
54,470
585
$1.78M ﹤0.01%
14,386
+75
586
$1.78M ﹤0.01%
16,641
-1,152
587
$1.77M ﹤0.01%
18,666
-35,523
588
$1.76M ﹤0.01%
28,101
+2,238
589
$1.72M ﹤0.01%
59,477
+48,849
590
$1.67M ﹤0.01%
81,707
+59,313
591
$1.65M ﹤0.01%
11,803
-1,206
592
$1.64M ﹤0.01%
25,810
+792
593
$1.63M ﹤0.01%
52,069
-2,722
594
$1.62M ﹤0.01%
95,950
595
$1.62M ﹤0.01%
20,976
-1,000
596
$1.61M ﹤0.01%
63,705
+24,035
597
$1.61M ﹤0.01%
12,952
+3,071
598
$1.6M ﹤0.01%
23,540
-1,369
599
$1.6M ﹤0.01%
16,473
+1,250
600
$1.6M ﹤0.01%
21,991
+1,653
22 23
24
25 26