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
676
$1.06M ﹤0.01%
6,503
+166
677
$1.05M ﹤0.01%
7,098
-1,386
678
$1.05M ﹤0.01%
17,565
-221
679
$1.04M ﹤0.01%
9,944
+725
680
$1.04M ﹤0.01%
12,642
+1,092
681
$1.03M ﹤0.01%
4,479
-385
682
$1.03M ﹤0.01%
9,914
-128
683
$1.03M ﹤0.01%
10,763
-1,019
684
$1.03M ﹤0.01%
+78,253
685
$1.03M ﹤0.01%
2,618
+200
686
$1.02M ﹤0.01%
61,503
+14,615
687
$1.02M ﹤0.01%
123,104
-483,545
688
$989K ﹤0.01%
22,703
+1,580
689
$986K ﹤0.01%
4,974
-1,171
690
$965K ﹤0.01%
20,609
-3,378
691
$960K ﹤0.01%
22,981
-1,674
692
$959K ﹤0.01%
11,095
+1,331
693
$954K ﹤0.01%
32,818
694
$951K ﹤0.01%
634
-232
695
$949K ﹤0.01%
17,093
+4,065
696
$943K ﹤0.01%
12,400
697
$936K ﹤0.01%
4,157
-2,930
698
$936K ﹤0.01%
7,956
+1,281
699
$935K ﹤0.01%
3,446
-590
700
$930K ﹤0.01%
9,684
+557
26 27
28
29 30