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
651
$1.22M ﹤0.01%
9,464
+134
652
$1.21M ﹤0.01%
11,153
653
$1.21M ﹤0.01%
68,874
+25,638
654
$1.21M ﹤0.01%
8,079
-74
655
$1.21M ﹤0.01%
25,809
-2,250
656
$1.2M ﹤0.01%
14,219
-8,201
657
$1.19M ﹤0.01%
4,290
658
$1.17M ﹤0.01%
23,050
-1,058
659
$1.16M ﹤0.01%
56,316
+6,908
660
$1.12M ﹤0.01%
144,810
-264,120
661
$1.12M ﹤0.01%
16,415
+577
662
$1.11M ﹤0.01%
30,802
+351
663
$1.11M ﹤0.01%
31,696
-8,534
664
$1.11M ﹤0.01%
21,227
+277
665
$1.1M ﹤0.01%
9,262
+2,292
666
$1.1M ﹤0.01%
29,459
+74
667
$1.1M ﹤0.01%
7,392
-9,041
668
$1.1M ﹤0.01%
48,301
-10,318
669
$1.09M ﹤0.01%
10,423
670
$1.09M ﹤0.01%
8,736
+53
671
$1.08M ﹤0.01%
40,605
+8,413
672
$1.08M ﹤0.01%
12,404
+265
673
$1.08M ﹤0.01%
4,641
-66
674
$1.07M ﹤0.01%
21,338
675
$1.07M ﹤0.01%
12,732
+1,934
25 26
27
28 29