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
2001
$28.5K ﹤0.01%
476
2002
$28.3K ﹤0.01%
396
+171
2003
$28.3K ﹤0.01%
886
+629
2004
$28.2K ﹤0.01%
1,800
2005
$28.1K ﹤0.01%
733
-103
2006
$28.1K ﹤0.01%
+2,000
2007
$28.1K ﹤0.01%
244
+163
2008
$28.1K ﹤0.01%
458
+394
2009
$28K ﹤0.01%
577
+249
2010
$28K ﹤0.01%
6,052
-1,376
2011
$27.9K ﹤0.01%
295
-30
2012
$27.9K ﹤0.01%
2,422
2013
$27.8K ﹤0.01%
158
-90
2014
$27.8K ﹤0.01%
+339
2015
$27.6K ﹤0.01%
+16,000
2016
$27.6K ﹤0.01%
1,307
2017
$27.5K ﹤0.01%
1,755
-1,315
2018
$27.5K ﹤0.01%
8,050
-100
2019
$27.4K ﹤0.01%
329
2020
$27.4K ﹤0.01%
903
-20
2021
$27.4K ﹤0.01%
1,078
2022
$27.4K ﹤0.01%
1,000
2023
$27.3K ﹤0.01%
354
2024
$27.3K ﹤0.01%
+1,500
2025
$27.3K ﹤0.01%
143
79 80
81
82 83