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
1026
$299K ﹤0.01%
3,619
1027
$298K ﹤0.01%
3,895
-2
1028
$297K ﹤0.01%
10,737
-10,722
1029
$297K ﹤0.01%
1,532
-1,039
1030
$291K ﹤0.01%
6,540
-68
1031
$291K ﹤0.01%
4,625
-100
1032
$290K ﹤0.01%
14,723
+504
1033
$290K ﹤0.01%
20,000
1034
$289K ﹤0.01%
8,236
-2,816
1035
$289K ﹤0.01%
740
-37
1036
$288K ﹤0.01%
12,195
+11,320
1037
$288K ﹤0.01%
12,570
+12,499
1038
$287K ﹤0.01%
10,640
+8,320
1039
$286K ﹤0.01%
6,277
1040
$284K ﹤0.01%
2,882
+623
1041
$283K ﹤0.01%
1,983
+391
1042
$281K ﹤0.01%
13,994
-1,802
1043
$280K ﹤0.01%
988
+1
1044
$280K ﹤0.01%
20,312
-1,546
1045
$278K ﹤0.01%
8,833
-609
1046
$278K ﹤0.01%
3,944
1047
$278K ﹤0.01%
+10,653
1048
$277K ﹤0.01%
749
+190
1049
$277K ﹤0.01%
51,458
1050
$277K ﹤0.01%
1,556
+237
40 41
42
43 44