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
101
$129M 0.23%
3,639,708
-78,053
102
$129M 0.23%
145,111
-4,046
103
$128M 0.23%
2,886,065
+188,758
104
$127M 0.23%
332,330
-5,415
105
$126M 0.23%
151,613
+18,361
106
$125M 0.22%
844,285
+22,761
107
$125M 0.22%
3,033,549
+33,856
108
$123M 0.22%
391,659
-4,783
109
$123M 0.22%
1,079,458
-43,481
110
$122M 0.22%
1,024,943
-24,273
111
$119M 0.21%
1,834,625
-129,089
112
$119M 0.21%
1,185,861
+25,614
113
$118M 0.21%
60,800
+642
114
$117M 0.21%
2,361,987
+116,896
115
$116M 0.21%
130,472
-8,252
116
$115M 0.21%
1,190,545
-91,127
117
$107M 0.19%
1,029,304
+303,194
118
$105M 0.19%
473,909
+1,905
119
$103M 0.18%
202,667
-56,783
120
$102M 0.18%
165,040
-1,086
121
$102M 0.18%
317,617
+68,098
122
$101M 0.18%
413,114
-213,559
123
$98.5M 0.18%
1,177,680
-2,433
124
$97.9M 0.18%
345,798
+147,179
125
$94.9M 0.17%
441,353
-13,728
3 4
5
6 7