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
1001
$329K ﹤0.01%
3,415
-159
1002
$326K ﹤0.01%
177
+30
1003
$321K ﹤0.01%
6,009
-4,073
1004
$321K ﹤0.01%
1,530
1005
$320K ﹤0.01%
6,662
+699
1006
$317K ﹤0.01%
3,182
-1,020
1007
$317K ﹤0.01%
13,588
+1,019
1008
$317K ﹤0.01%
4,775
+566
1009
$315K ﹤0.01%
10,673
-1,896
1010
$315K ﹤0.01%
5,326
1011
$315K ﹤0.01%
9,939
-283
1012
$315K ﹤0.01%
9,671
-9,187
1013
$314K ﹤0.01%
11,817
-1,520
1014
$314K ﹤0.01%
221,024
1015
$312K ﹤0.01%
4,707
+1,562
1016
$311K ﹤0.01%
1,981
+979
1017
$310K ﹤0.01%
5,681
+114
1018
$309K ﹤0.01%
21,912
+1,107
1019
$307K ﹤0.01%
15,153
+619
1020
$307K ﹤0.01%
3,467
+25
1021
$305K ﹤0.01%
10,446
-61
1022
$302K ﹤0.01%
3,774
1023
$302K ﹤0.01%
4,067
1024
$301K ﹤0.01%
16,129
-4,135
1025
$300K ﹤0.01%
595
+10
39 40
41
42 43