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
76
$205M 0.37%
2,252,391
+256,338
77
$205M 0.37%
393,824
-12,382
78
$205M 0.37%
444,544
+74,354
79
$205M 0.37%
1,619,834
-42,106
80
$203M 0.36%
3,417,174
+11,434
81
$203M 0.36%
985,824
-79,704
82
$200M 0.36%
2,272,972
-5,871
83
$191M 0.34%
975,090
-24,755
84
$190M 0.34%
3,605,647
+402,496
85
$190M 0.34%
2,920,417
+269,088
86
$181M 0.33%
3,790,766
+158,931
87
$175M 0.31%
1,000,849
+6,211
88
$167M 0.3%
2,529,013
-281,732
89
$161M 0.29%
342,097
-5,510
90
$160M 0.29%
+5,365,319
91
$146M 0.26%
1,412,678
-3,085
92
$144M 0.26%
1,796,899
-63,090
93
$142M 0.26%
225,447
+75,579
94
$142M 0.25%
1,846,935
+30,915
95
$141M 0.25%
594,016
-2,732
96
$137M 0.25%
239,553
-1,455
97
$137M 0.25%
620,866
-1,269
98
$136M 0.24%
841,082
+137,291
99
$134M 0.24%
1,888,310
+36,050
100
$134M 0.24%
814,437
+5,437
2 3
4
5 6