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
176
$54.5M 0.1%
10,694,983
+113,308
177
$54.1M 0.1%
187,760
-2,864
178
$50.3M 0.09%
202,164
-346
179
$50M 0.09%
471,477
+21,927
180
$49.6M 0.09%
277,143
-18
181
$48.4M 0.09%
437,983
-12,322
182
$48.3M 0.09%
280,346
+80,281
183
$48.1M 0.09%
177,415
+212
184
$47.8M 0.09%
486,759
-1,206
185
$46M 0.08%
640,377
+15,159
186
$45.6M 0.08%
265,371
+1,239
187
$44.3M 0.08%
423,160
+73,117
188
$44.3M 0.08%
965,065
+2,554
189
$43.3M 0.08%
704,505
+1,433
190
$43.1M 0.08%
822,837
-4,045
191
$43M 0.08%
596,783
+59,250
192
$43M 0.08%
870,335
+869,942
193
$42.7M 0.08%
162,924
-691
194
$42.4M 0.08%
152,674
+99
195
$42.3M 0.08%
2,186,956
+164,792
196
$42.2M 0.08%
678,872
+131,361
197
$41.8M 0.07%
1,141,207
+1,006,406
198
$41.5M 0.07%
409,313
-3,180
199
$41.1M 0.07%
293,141
+75,022
200
$41M 0.07%
161,078
-2,433
6 7
8
9 10