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
601
$1.59M ﹤0.01%
7,912
-36
602
$1.58M ﹤0.01%
43,111
+2,800
603
$1.58M ﹤0.01%
8,259
-20,201
604
$1.57M ﹤0.01%
5,857
-64
605
$1.56M ﹤0.01%
27,644
+1,235
606
$1.56M ﹤0.01%
43,397
+384
607
$1.55M ﹤0.01%
28,380
608
$1.55M ﹤0.01%
20,993
+6,733
609
$1.54M ﹤0.01%
5,864
-2,724
610
$1.54M ﹤0.01%
18,526
-1,440
611
$1.53M ﹤0.01%
56,177
+6,846
612
$1.52M ﹤0.01%
25,500
-1,593
613
$1.52M ﹤0.01%
8,349
+1,189
614
$1.51M ﹤0.01%
18,034
+2,818
615
$1.49M ﹤0.01%
18,034
-867
616
$1.47M ﹤0.01%
1,500,000
+200,000
617
$1.47M ﹤0.01%
5,902
-262
618
$1.47M ﹤0.01%
6,678
-121
619
$1.46M ﹤0.01%
14,348
-933
620
$1.46M ﹤0.01%
36,619
+3,718
621
$1.46M ﹤0.01%
16,214
622
$1.46M ﹤0.01%
204,932
-9,022
623
$1.45M ﹤0.01%
5,661
-551
624
$1.45M ﹤0.01%
8,156
+641
625
$1.44M ﹤0.01%
13,963
-256
23 24
25
26 27