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
626
$1.43M ﹤0.01%
9,995
+899
627
$1.43M ﹤0.01%
43,155
+2,629
628
$1.43M ﹤0.01%
58,485
+7,500
629
$1.43M ﹤0.01%
19,894
+9
630
$1.42M ﹤0.01%
21,116
-452,921
631
$1.42M ﹤0.01%
14,339
+7,929
632
$1.41M ﹤0.01%
54,772
-2,558
633
$1.35M ﹤0.01%
8,683
+129
634
$1.33M ﹤0.01%
25,943
-7,938
635
$1.31M ﹤0.01%
12,200
+211
636
$1.3M ﹤0.01%
+59,496
637
$1.3M ﹤0.01%
51,968
-2,100
638
$1.29M ﹤0.01%
17,675
+515
639
$1.29M ﹤0.01%
23,679
-3,684
640
$1.29M ﹤0.01%
21,936
+1,397
641
$1.28M ﹤0.01%
10,679
+9,554
642
$1.27M ﹤0.01%
10,693
+1,620
643
$1.26M ﹤0.01%
5,040
-10
644
$1.26M ﹤0.01%
9,313
-1,174
645
$1.25M ﹤0.01%
8,378
646
$1.25M ﹤0.01%
13,875
+643
647
$1.24M ﹤0.01%
19,752
+94
648
$1.23M ﹤0.01%
11,311
-574
649
$1.22M ﹤0.01%
30,123
+1,236
650
$1.22M ﹤0.01%
10,201
-25
24 25
26
27 28