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
751
$757K ﹤0.01%
35,524
752
$756K ﹤0.01%
9,301
-184
753
$752K ﹤0.01%
10,573
+1,036
754
$751K ﹤0.01%
11,453
755
$745K ﹤0.01%
11,094
+772
756
$744K ﹤0.01%
11,210
-8,749
757
$740K ﹤0.01%
2,625
+2,593
758
$740K ﹤0.01%
5,750
759
$740K ﹤0.01%
6,810
+4,911
760
$735K ﹤0.01%
3,373
-164
761
$733K ﹤0.01%
24,318
-448
762
$726K ﹤0.01%
35,460
-1,097
763
$724K ﹤0.01%
+13,195
764
$722K ﹤0.01%
1,571
+337
765
$719K ﹤0.01%
9,274
-15,125
766
$719K ﹤0.01%
7,693
+169
767
$717K ﹤0.01%
67,863
-35,421
768
$717K ﹤0.01%
3,383
-130
769
$712K ﹤0.01%
2,247
-67,797
770
$712K ﹤0.01%
9,746
+3,510
771
$710K ﹤0.01%
4,204
-313
772
$710K ﹤0.01%
6,347
+1,238
773
$705K ﹤0.01%
900,000
+100,000
774
$703K ﹤0.01%
10,001
-67
775
$703K ﹤0.01%
8,033
-1,445
29 30
31
32 33