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
876
$499K ﹤0.01%
3,801
+1,317
877
$497K ﹤0.01%
3,203
-2,533
878
$496K ﹤0.01%
2,167
+169
879
$492K ﹤0.01%
13,564
880
$491K ﹤0.01%
4,257
-193
881
$488K ﹤0.01%
63,988
882
$484K ﹤0.01%
9,443
-13,556
883
$481K ﹤0.01%
16,245
+703
884
$481K ﹤0.01%
17,133
-70
885
$480K ﹤0.01%
6,371
+348
886
$479K ﹤0.01%
5,560
887
$479K ﹤0.01%
792
-11
888
$477K ﹤0.01%
2,303
+18
889
$476K ﹤0.01%
2,507
-94
890
$474K ﹤0.01%
7,616
-1,255
891
$470K ﹤0.01%
59,849
-108
892
$467K ﹤0.01%
3,718
-2,094
893
$462K ﹤0.01%
5,520
+1,377
894
$461K ﹤0.01%
2,813
895
$460K ﹤0.01%
4,199
+58
896
$459K ﹤0.01%
2,781
-401
897
$458K ﹤0.01%
1,742
-169
898
$456K ﹤0.01%
17,010
899
$454K ﹤0.01%
18,935
900
$454K ﹤0.01%
11,930
34 35
36
37 38