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
201
$40.8M 0.07%
1,065,763
+191,209
202
$40.4M 0.07%
448,837
-2,407
203
$39.9M 0.07%
68,482
+236
204
$39.8M 0.07%
185,671
-1,011
205
$39.6M 0.07%
221,035
+86,934
206
$39.2M 0.07%
12,555,182
+144,014
207
$39.2M 0.07%
100,626
-337,189
208
$38.7M 0.07%
302,879
+105
209
$38.6M 0.07%
575,383
+5,723
210
$38.4M 0.07%
224,841
+19,641
211
$38.2M 0.07%
837,856
-1,664
212
$37.6M 0.07%
1,297,993
+19,253
213
$37.5M 0.07%
93,890
+93,317
214
$37M 0.07%
270,750
+22,987
215
$36.6M 0.07%
312,507
-4,476
216
$35.9M 0.06%
103,701
+1,187
217
$35.7M 0.06%
139,814
+199
218
$34.4M 0.06%
393,519
-60,770
219
$34.2M 0.06%
549,507
+17,593
220
$34.2M 0.06%
215,338
-457
221
$34.2M 0.06%
121,415
+109,243
222
$33.9M 0.06%
404,287
-1,631
223
$33.6M 0.06%
303,686
+2,858
224
$33.5M 0.06%
641,909
-929
225
$33.4M 0.06%
114,662
+2,326
7 8
9
10 11