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
1751
$53.9K ﹤0.01%
1,046
1752
$53.7K ﹤0.01%
921
1753
$53.6K ﹤0.01%
4,000
1754
$53.4K ﹤0.01%
1,724
-4,222
1755
$53.2K ﹤0.01%
1,892
1756
$52.7K ﹤0.01%
510
1757
$52.4K ﹤0.01%
5,513
-2,237
1758
$52.2K ﹤0.01%
1,467
1759
$51.6K ﹤0.01%
1,908
+722
1760
$51.6K ﹤0.01%
8,315
1761
$51.5K ﹤0.01%
770
+335
1762
$51.4K ﹤0.01%
5,106
-1,093
1763
$51.2K ﹤0.01%
1,691
-6,256
1764
$51.2K ﹤0.01%
1,361
-271
1765
$50.9K ﹤0.01%
450
-550
1766
$50.8K ﹤0.01%
1,083
-580
1767
$50.7K ﹤0.01%
1,080
1768
$50.4K ﹤0.01%
+1,427
1769
$50.3K ﹤0.01%
3,600
-44
1770
$50.2K ﹤0.01%
3,383
1771
$50.2K ﹤0.01%
1,137
+1,100
1772
$50.1K ﹤0.01%
2,666
+1,166
1773
$50.1K ﹤0.01%
1,625
1774
$50.1K ﹤0.01%
2,904
-7,222
1775
$50K ﹤0.01%
5,800
+1,000
69 70
71
72 73