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
1901
$35.6K ﹤0.01%
+393
1902
$35.6K ﹤0.01%
1,377
1903
$35.5K ﹤0.01%
1,910
1904
$35.2K ﹤0.01%
1,000
1905
$35.1K ﹤0.01%
2,870
1906
$35K ﹤0.01%
445
-7
1907
$35K ﹤0.01%
+3,500
1908
$34.9K ﹤0.01%
2,245
1909
$34.9K ﹤0.01%
1,371
1910
$34.8K ﹤0.01%
3,155
+2,034
1911
$34.8K ﹤0.01%
2,200
1912
$34.5K ﹤0.01%
723
-5
1913
$34.4K ﹤0.01%
216
+15
1914
$34.4K ﹤0.01%
237
1915
$34.2K ﹤0.01%
164
+139
1916
$34K ﹤0.01%
286
-93
1917
$33.9K ﹤0.01%
838
-44
1918
$33.9K ﹤0.01%
560
+14
1919
$33.8K ﹤0.01%
1,485
1920
$33.7K ﹤0.01%
361
1921
$33.7K ﹤0.01%
1,439
-250
1922
$33.6K ﹤0.01%
2,184
+1,903
1923
$33.5K ﹤0.01%
258
+208
1924
$33.5K ﹤0.01%
641
1925
$33.2K ﹤0.01%
+1,450
75 76
77
78 79