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
1076
$260K ﹤0.01%
4,998
-25
1077
$259K ﹤0.01%
8,143
-923
1078
$259K ﹤0.01%
172,649
1079
$259K ﹤0.01%
4,244
-50
1080
$258K ﹤0.01%
22,241
+997
1081
$258K ﹤0.01%
3,783
-213
1082
$256K ﹤0.01%
2,789
+545
1083
$255K ﹤0.01%
5,215
+28
1084
$254K ﹤0.01%
2,922
+352
1085
$253K ﹤0.01%
6,324
+675
1086
$252K ﹤0.01%
1,917
-1,638
1087
$252K ﹤0.01%
59,584
1088
$251K ﹤0.01%
4,574
-296
1089
$251K ﹤0.01%
1,850
+254
1090
$250K ﹤0.01%
12,515
-347
1091
$249K ﹤0.01%
2,462
+1,644
1092
$248K ﹤0.01%
4,332
+145
1093
$248K ﹤0.01%
14,123
-300
1094
$248K ﹤0.01%
+8,803
1095
$247K ﹤0.01%
4,044
-24
1096
$245K ﹤0.01%
5,000
+164
1097
$245K ﹤0.01%
20,540
1098
$244K ﹤0.01%
4,225
1099
$243K ﹤0.01%
257,054
+93,160
1100
$242K ﹤0.01%
1,207
-8
42 43
44
45 46