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
726
$847K ﹤0.01%
59,943
+12,551
727
$846K ﹤0.01%
6,529
-1,257
728
$844K ﹤0.01%
10,727
-5,944
729
$843K ﹤0.01%
14,397
+95
730
$842K ﹤0.01%
86,814
+68,919
731
$836K ﹤0.01%
3,988
+304
732
$834K ﹤0.01%
7,261
+74
733
$832K ﹤0.01%
6,668
-726
734
$831K ﹤0.01%
5,108
-517
735
$829K ﹤0.01%
3,376
+468
736
$824K ﹤0.01%
9,312
+433
737
$822K ﹤0.01%
4,585
-1,385
738
$818K ﹤0.01%
6,757
+201
739
$815K ﹤0.01%
21,127
-7,142
740
$813K ﹤0.01%
21,761
+9,745
741
$800K ﹤0.01%
500,000
742
$796K ﹤0.01%
7,999
-10,395
743
$789K ﹤0.01%
8,434
+4,865
744
$787K ﹤0.01%
3,245
+1,724
745
$782K ﹤0.01%
11,450
+107
746
$772K ﹤0.01%
11,442
+7,525
747
$769K ﹤0.01%
4,371
+152
748
$767K ﹤0.01%
20,336
+2,805
749
$766K ﹤0.01%
4,806
-618
750
$759K ﹤0.01%
45,174
+3,084
28 29
30
31 32