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
1526
$90.7K ﹤0.01%
437
1527
$90.3K ﹤0.01%
+2,006
1528
$90.3K ﹤0.01%
2,188
+990
1529
$90K ﹤0.01%
22,233
1530
$89.9K ﹤0.01%
1,869
-1,954
1531
$89.3K ﹤0.01%
1,164
+96
1532
$89.3K ﹤0.01%
1,229
-43
1533
$89K ﹤0.01%
4,053
-4,027
1534
$88.9K ﹤0.01%
+9,558
1535
$88.8K ﹤0.01%
1,595
+249
1536
$88.7K ﹤0.01%
+2,200
1537
$88.3K ﹤0.01%
2,293
+1
1538
$88.3K ﹤0.01%
3,485
-1,913
1539
$88.1K ﹤0.01%
1,085
+171
1540
$88K ﹤0.01%
1,835
+462
1541
$88K ﹤0.01%
1,187
+825
1542
$87.6K ﹤0.01%
2,596
-673
1543
$87.6K ﹤0.01%
1,411
+312
1544
$87.5K ﹤0.01%
1,009
-234
1545
$87.5K ﹤0.01%
1,370
-4,187
1546
$87.4K ﹤0.01%
700
+236
1547
$87.3K ﹤0.01%
1,820
1548
$87.3K ﹤0.01%
1,749
+594
1549
$87.2K ﹤0.01%
3,256
+223
1550
$87.2K ﹤0.01%
960
-116
60 61
62
63 64