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
851
$538K ﹤0.01%
3,429
+2,779
852
$536K ﹤0.01%
8,253
+289
853
$535K ﹤0.01%
5,083
854
$535K ﹤0.01%
11,973
+11,762
855
$528K ﹤0.01%
2,397
+159
856
$526K ﹤0.01%
47,913
-10,086
857
$526K ﹤0.01%
10,000
858
$525K ﹤0.01%
7,751
-1,396
859
$524K ﹤0.01%
11,516
+1,016
860
$524K ﹤0.01%
2,739
-83
861
$524K ﹤0.01%
3,308
+63
862
$523K ﹤0.01%
33,667
+100
863
$517K ﹤0.01%
5,851
-168,796
864
$514K ﹤0.01%
6,315
-529
865
$514K ﹤0.01%
7,718
+5,034
866
$514K ﹤0.01%
8,433
+23
867
$513K ﹤0.01%
5,927
+20
868
$511K ﹤0.01%
11,506
+2,900
869
$511K ﹤0.01%
3,204
-75
870
$508K ﹤0.01%
24,500
871
$506K ﹤0.01%
11,822
+1,391
872
$506K ﹤0.01%
1,945
-9
873
$505K ﹤0.01%
397
874
$502K ﹤0.01%
7,775
+891
875
$501K ﹤0.01%
4,009
+37
33 34
35
36 37