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
826
$587K ﹤0.01%
26,780
827
$587K ﹤0.01%
6,570
+220
828
$585K ﹤0.01%
7,561
-370
829
$584K ﹤0.01%
11,176
-444
830
$582K ﹤0.01%
19,864
+1,027
831
$576K ﹤0.01%
5,621
+174
832
$572K ﹤0.01%
8,806
-557
833
$571K ﹤0.01%
19,178
-1,052
834
$568K ﹤0.01%
1,542
-5,157
835
$568K ﹤0.01%
181
-20
836
$567K ﹤0.01%
10,740
837
$564K ﹤0.01%
22,100
838
$564K ﹤0.01%
7,884
-118
839
$560K ﹤0.01%
19,410
+1,490
840
$560K ﹤0.01%
5,666
+553
841
$557K ﹤0.01%
7,582
+62
842
$556K ﹤0.01%
2,868
+1,588
843
$555K ﹤0.01%
22,091
+21,576
844
$547K ﹤0.01%
4,021
-705
845
$545K ﹤0.01%
2,381
+85
846
$544K ﹤0.01%
23,670
-105
847
$543K ﹤0.01%
5,667
+5,353
848
$543K ﹤0.01%
4,012
+10
849
$540K ﹤0.01%
4,100
850
$540K ﹤0.01%
4,370
+337
32 33
34
35 36