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
951
$388K ﹤0.01%
3,574
+288
952
$384K ﹤0.01%
19,080
+44
953
$384K ﹤0.01%
10,413
954
$383K ﹤0.01%
1,800
955
$382K ﹤0.01%
12,091
-204
956
$382K ﹤0.01%
+10,350
957
$381K ﹤0.01%
16,506
-1,809
958
$378K ﹤0.01%
2,748
+223
959
$376K ﹤0.01%
9,977
+9,477
960
$376K ﹤0.01%
3,498
961
$375K ﹤0.01%
1,030
+39
962
$374K ﹤0.01%
2,822
963
$373K ﹤0.01%
3,757
-2,590
964
$372K ﹤0.01%
3,649
965
$371K ﹤0.01%
1,420
-92
966
$368K ﹤0.01%
2,793
-51
967
$366K ﹤0.01%
3,325
+180
968
$365K ﹤0.01%
5,105
969
$364K ﹤0.01%
3,550
-36
970
$363K ﹤0.01%
9,540
+7,245
971
$363K ﹤0.01%
2,212
+5
972
$362K ﹤0.01%
32,626
-48
973
$359K ﹤0.01%
2,533
+1,910
974
$357K ﹤0.01%
6,318
+320
975
$357K ﹤0.01%
3,465
+632
37 38
39
40 41