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
2026
$27.3K ﹤0.01%
94
2027
$27.2K ﹤0.01%
+1,146
2028
$27.2K ﹤0.01%
1,076
-596
2029
$27.2K ﹤0.01%
540
+267
2030
$27K ﹤0.01%
9,100
2031
$26.9K ﹤0.01%
200
-100
2032
$26.6K ﹤0.01%
294
2033
$26.6K ﹤0.01%
10,900
+1,215
2034
$26.5K ﹤0.01%
1,662
-175
2035
$26.5K ﹤0.01%
+597
2036
$26.4K ﹤0.01%
3,101
2037
$26.4K ﹤0.01%
+728
2038
$26.3K ﹤0.01%
111
+53
2039
$26.2K ﹤0.01%
501
2040
$26.1K ﹤0.01%
+550
2041
$26K ﹤0.01%
1,000
-1
2042
$25.9K ﹤0.01%
692
-40
2043
$25.9K ﹤0.01%
+1,490
2044
$25.9K ﹤0.01%
687
+257
2045
$25.9K ﹤0.01%
850
-43
2046
$25.8K ﹤0.01%
156
-15
2047
$25.7K ﹤0.01%
+1,420
2048
$25.7K ﹤0.01%
1,088
2049
$25.6K ﹤0.01%
147
-200
2050
$25.5K ﹤0.01%
525
80 81
82
83 84