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
1226
$184K ﹤0.01%
3,439
1227
$183K ﹤0.01%
907
+28
1228
$183K ﹤0.01%
11,631
+607
1229
$182K ﹤0.01%
1,010
+1,000
1230
$182K ﹤0.01%
3,078
-1,244
1231
$181K ﹤0.01%
1,867
+426
1232
$181K ﹤0.01%
2,595
+41
1233
$181K ﹤0.01%
734
+306
1234
$181K ﹤0.01%
2,025
-200
1235
$180K ﹤0.01%
679
1236
$179K ﹤0.01%
+13,114
1237
$179K ﹤0.01%
1,325
+97
1238
$178K ﹤0.01%
5,172
1239
$178K ﹤0.01%
14,900
-10,041
1240
$178K ﹤0.01%
6,300
+100
1241
$178K ﹤0.01%
1,424
+101
1242
$178K ﹤0.01%
3,306
1243
$177K ﹤0.01%
1,857
1244
$176K ﹤0.01%
26,000
1245
$175K ﹤0.01%
15,313
+966
1246
$175K ﹤0.01%
6,023
-1,324
1247
$175K ﹤0.01%
1,019
-71
1248
$175K ﹤0.01%
2,208
+1,901
1249
$174K ﹤0.01%
2,463
1250
$174K ﹤0.01%
4,247
+675
48 49
50
51 52