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
1676
$64.3K ﹤0.01%
+200
1677
$64.2K ﹤0.01%
3,127
-2,098
1678
$64K ﹤0.01%
580
1679
$64K ﹤0.01%
2,439
-2,804
1680
$63.8K ﹤0.01%
446
-11,098
1681
$63.8K ﹤0.01%
447
1682
$63.6K ﹤0.01%
457
+375
1683
$63.5K ﹤0.01%
1,180
+75
1684
$63.5K ﹤0.01%
552
1685
$63.4K ﹤0.01%
483
-255
1686
$63.2K ﹤0.01%
14,466
-1,000
1687
$63.2K ﹤0.01%
1,345
1688
$63K ﹤0.01%
+4,594
1689
$62.7K ﹤0.01%
1,460
1690
$62.5K ﹤0.01%
15,000
1691
$61.4K ﹤0.01%
1,370
1692
$61K ﹤0.01%
1,920
-230
1693
$60.9K ﹤0.01%
732
1694
$60.8K ﹤0.01%
2,701
1695
$60.7K ﹤0.01%
1,024
+100
1696
$60.6K ﹤0.01%
488
+87
1697
$60.3K ﹤0.01%
8,489
+6,353
1698
$60.2K ﹤0.01%
2,665
1699
$60K ﹤0.01%
2,048
-266
1700
$59.9K ﹤0.01%
1,178
66 67
68
69 70