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
51
$292M 0.52%
1,415,729
-270,718
52
$291M 0.52%
1,864,605
-20,121
53
$279M 0.5%
772,719
-7,767
54
$279M 0.5%
483,646
+52,910
55
$278M 0.5%
9,554,808
-42,243
56
$272M 0.49%
294,615
+51,002
57
$271M 0.49%
3,232,133
-47,346
58
$262M 0.47%
486,154
-275,834
59
$261M 0.47%
1,774,332
-15,992
60
$260M 0.47%
274,066
-2,319
61
$260M 0.47%
937,863
+23,599
62
$258M 0.46%
1,437,206
-93,508
63
$250M 0.45%
1,465,194
+5,082
64
$248M 0.44%
173,530
-893
65
$245M 0.44%
497,773
-4,230
66
$239M 0.43%
1,039,516
-10,464
67
$238M 0.43%
115,833
+27,219
68
$238M 0.43%
5,196,514
-35,295
69
$231M 0.41%
1,251,506
-1,496
70
$229M 0.41%
2,179,655
-19,330
71
$221M 0.4%
3,004,669
-32,446
72
$217M 0.39%
13,498,238
+135,792
73
$216M 0.39%
2,158,533
-3,630
74
$213M 0.38%
1,077,817
+254,972
75
$208M 0.37%
3,606,627
+17,013
1 2
3
4 5