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
801
$625K ﹤0.01%
26,031
+1,259
802
$623K ﹤0.01%
5,568
+443
803
$622K ﹤0.01%
8,138
-1,000
804
$616K ﹤0.01%
6,419
+4,391
805
$614K ﹤0.01%
2,665
+16
806
$614K ﹤0.01%
16,179
-2,855
807
$612K ﹤0.01%
20,000
808
$612K ﹤0.01%
7,539
-467
809
$612K ﹤0.01%
5,056
+1,426
810
$611K ﹤0.01%
9,436
-140,141
811
$610K ﹤0.01%
7,872
+1,970
812
$607K ﹤0.01%
9,999
+1,377
813
$607K ﹤0.01%
5,658
814
$605K ﹤0.01%
13,260
+4
815
$605K ﹤0.01%
14,401
+544
816
$601K ﹤0.01%
10,350
-400
817
$601K ﹤0.01%
39,768
-248,308
818
$599K ﹤0.01%
5,304
-2,493
819
$599K ﹤0.01%
61
820
$598K ﹤0.01%
8,509
+7,539
821
$593K ﹤0.01%
257,690
-2,001
822
$590K ﹤0.01%
25,163
-45
823
$589K ﹤0.01%
14,534
+1,092
824
$589K ﹤0.01%
1,730
825
$589K ﹤0.01%
+48,882
31 32
33
34 35