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
926
$414K ﹤0.01%
8,793
+2,362
927
$414K ﹤0.01%
3,284
928
$414K ﹤0.01%
10,588
+1,241
929
$414K ﹤0.01%
3,944
-957
930
$413K ﹤0.01%
6,370
+2,581
931
$412K ﹤0.01%
3,753
+145
932
$411K ﹤0.01%
4,588
+964
933
$409K ﹤0.01%
12,727
-118
934
$408K ﹤0.01%
7,755
+2,237
935
$407K ﹤0.01%
6,348
-550
936
$407K ﹤0.01%
825
-39
937
$405K ﹤0.01%
6,626
938
$403K ﹤0.01%
15,046
+8,432
939
$403K ﹤0.01%
3,008
+40
940
$402K ﹤0.01%
3,009
941
$401K ﹤0.01%
9,720
+2,602
942
$401K ﹤0.01%
931
+1
943
$400K ﹤0.01%
2,470
-215
944
$395K ﹤0.01%
102,598
945
$395K ﹤0.01%
4,877
+555
946
$393K ﹤0.01%
2,251
+204
947
$392K ﹤0.01%
6,956
+3,629
948
$389K ﹤0.01%
7,662
+3,197
949
$388K ﹤0.01%
4,806
-1,267
950
$388K ﹤0.01%
2,359
-7
36 37
38
39 40