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
151
$72.7M 0.13%
613,613
-10,000
152
$71.4M 0.13%
317,070
-197
153
$71.3M 0.13%
345,284
+3,818
154
$68.1M 0.12%
592,229
+3,206
155
$67.8M 0.12%
632,607
-25,676
156
$67.4M 0.12%
1,552,229
+97,719
157
$67.4M 0.12%
21,392
-84
158
$66.8M 0.12%
134,929
+16,972
159
$66.1M 0.12%
135,483
+10,152
160
$65.6M 0.12%
3,774,049
+292,420
161
$65.2M 0.12%
1,121,345
-4,720
162
$64.7M 0.12%
430,088
-606
163
$63.1M 0.11%
+1,111,100
164
$61.9M 0.11%
500,736
+320
165
$61.7M 0.11%
934,809
+112,108
166
$61.3M 0.11%
781,058
-29,830
167
$58.7M 0.11%
216,430
+3,269
168
$58.2M 0.1%
277,135
-1,209
169
$57.8M 0.1%
523,778
-3,349
170
$57.4M 0.1%
183,474
+25,727
171
$57.3M 0.1%
208,486
+2,095
172
$56.8M 0.1%
505,101
-827,063
173
$56.7M 0.1%
492,656
+3,783
174
$55.3M 0.1%
966,504
+962,575
175
$55.3M 0.1%
129,129
+220
5 6
7
8 9