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
901
$453K ﹤0.01%
4,209
902
$450K ﹤0.01%
207,454
903
$450K ﹤0.01%
7,861
-2,345
904
$449K ﹤0.01%
16,865
+6,565
905
$448K ﹤0.01%
5,600
+1,870
906
$447K ﹤0.01%
6,786
+512
907
$446K ﹤0.01%
6,278
-1,529
908
$444K ﹤0.01%
1,678
+31
909
$441K ﹤0.01%
8,300
910
$439K ﹤0.01%
18,338
+666
911
$439K ﹤0.01%
7,435
-157
912
$438K ﹤0.01%
178,241
913
$433K ﹤0.01%
4,684
914
$433K ﹤0.01%
5,380
915
$431K ﹤0.01%
4,928
+1,299
916
$431K ﹤0.01%
18,400
917
$430K ﹤0.01%
5,792
+1,269
918
$428K ﹤0.01%
4,743
-1,888
919
$424K ﹤0.01%
2,381
-12,294
920
$424K ﹤0.01%
10,370
-617
921
$422K ﹤0.01%
7,337
-821
922
$421K ﹤0.01%
8,400
923
$420K ﹤0.01%
7,354
-788
924
$417K ﹤0.01%
1,024
925
$417K ﹤0.01%
19,111
+3,962
35 36
37
38 39