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
1051
$276K ﹤0.01%
2,172
-468
1052
$275K ﹤0.01%
58,840
-2,100
1053
$274K ﹤0.01%
9,032
-18
1054
$274K ﹤0.01%
659
+50
1055
$273K ﹤0.01%
16,319
+1,144
1056
$273K ﹤0.01%
4,715
+3,284
1057
$272K ﹤0.01%
4,067
-924
1058
$271K ﹤0.01%
1,285
1059
$270K ﹤0.01%
2,196
+1,830
1060
$270K ﹤0.01%
1,884
+288
1061
$270K ﹤0.01%
+6,844
1062
$270K ﹤0.01%
5,978
+1,178
1063
$269K ﹤0.01%
45,465
-635
1064
$269K ﹤0.01%
2,551
+158
1065
$268K ﹤0.01%
30,703
+29,790
1066
$268K ﹤0.01%
3,218
+4
1067
$267K ﹤0.01%
4,599
+1,025
1068
$267K ﹤0.01%
10,896
-16
1069
$266K ﹤0.01%
15,516
-2,511
1070
$266K ﹤0.01%
1,915
+843
1071
$265K ﹤0.01%
1,647
+226
1072
$263K ﹤0.01%
2,300
1073
$263K ﹤0.01%
4,908
+120
1074
$262K ﹤0.01%
4,989
+446
1075
$262K ﹤0.01%
1,614
+212
41 42
43
44 45