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
776
$702K ﹤0.01%
5,469
+1,926
777
$698K ﹤0.01%
5,932
-15
778
$695K ﹤0.01%
13,866
+12,049
779
$687K ﹤0.01%
13,664
+12,792
780
$679K ﹤0.01%
75,735
-1,982
781
$677K ﹤0.01%
5,995
+941
782
$676K ﹤0.01%
13,534
783
$672K ﹤0.01%
19,433
+1,433
784
$667K ﹤0.01%
17,042
+1,372
785
$667K ﹤0.01%
13,272
-528
786
$664K ﹤0.01%
3,334
-40
787
$662K ﹤0.01%
13,420
-12,484
788
$658K ﹤0.01%
3,100
-26,951
789
$656K ﹤0.01%
8,731
+5,410
790
$655K ﹤0.01%
5,718
791
$650K ﹤0.01%
32,859
-3,345
792
$650K ﹤0.01%
10,136
-769
793
$645K ﹤0.01%
11,601
+7,087
794
$645K ﹤0.01%
1,989
-288
795
$643K ﹤0.01%
12,764
+12,388
796
$634K ﹤0.01%
54,000
797
$633K ﹤0.01%
11,995
798
$632K ﹤0.01%
5,925
+7
799
$632K ﹤0.01%
15,215
-1,050
800
$629K ﹤0.01%
1,398
+284
30 31
32
33 34