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
126
$93.7M 0.17%
345,892
-111,975
127
$93.2M 0.17%
2,853,801
+56,027
128
$92.5M 0.17%
3,146,224
-122,406
129
$92.3M 0.17%
198,192
+37,882
130
$91.9M 0.16%
3,227,630
-71,159
131
$90.5M 0.16%
530,977
+135,806
132
$90M 0.16%
519,682
+77,495
133
$89.9M 0.16%
177,926
-54,534
134
$87.6M 0.16%
507,702
-583,778
135
$87M 0.16%
563,360
+224,736
136
$86M 0.15%
412,036
-10,728
137
$85.8M 0.15%
1,062,913
+122,820
138
$85.7M 0.15%
105,791
+13,974
139
$82.5M 0.15%
233,330
-7,264
140
$82.1M 0.15%
425,677
+45,785
141
$81.9M 0.15%
3,367,360
+55,972
142
$81.2M 0.15%
691,999
-7,066
143
$76.1M 0.14%
437,987
+14,326
144
$75.2M 0.13%
261,896
-98,611
145
$75.1M 0.13%
848,142
+847,792
146
$74.7M 0.13%
140,555
+18,437
147
$74.6M 0.13%
680,733
+11,672
148
$74.1M 0.13%
158,026
+1,347
149
$73.1M 0.13%
2,335,774
-3,016
150
$72.8M 0.13%
1,742,216
-44,752
4 5
6
7 8