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
976
$356K ﹤0.01%
4,422
+213
977
$355K ﹤0.01%
9,072
-1,520
978
$354K ﹤0.01%
1,078
+238
979
$354K ﹤0.01%
6,308
+2,401
980
$354K ﹤0.01%
8,523
+624
981
$353K ﹤0.01%
17,764
+1,024
982
$353K ﹤0.01%
17,563
983
$349K ﹤0.01%
19,939
+1,045
984
$347K ﹤0.01%
3,299
+943
985
$343K ﹤0.01%
7,125
-37
986
$341K ﹤0.01%
7,695
+717
987
$340K ﹤0.01%
7,242
+472
988
$339K ﹤0.01%
42,000
989
$339K ﹤0.01%
14,700
990
$338K ﹤0.01%
1,702
-110
991
$338K ﹤0.01%
12,977
992
$337K ﹤0.01%
5,960
993
$337K ﹤0.01%
2,707
994
$337K ﹤0.01%
9,200
+2,798
995
$336K ﹤0.01%
8,406
+4,939
996
$334K ﹤0.01%
10,000
997
$333K ﹤0.01%
3,228
+301
998
$333K ﹤0.01%
6,824
+2,036
999
$333K ﹤0.01%
40,738
+2,760
1000
$329K ﹤0.01%
1,823
-352
38 39
40
41 42