CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$2.95B 5.29%
6,864,415
+155,899
2
$2.65B 4.75%
11,385,366
+35,174
3
$2.06B 3.68%
11,033,291
-111,568
4
$1.75B 3.13%
8,805,629
-6,465
5
$1.7B 3.05%
14,035,379
+146,584
6
$1.28B 2.3%
7,740,176
+112,242
7
$890M 1.59%
3,235,373
-17,620
8
$867M 1.55%
1,482,723
-13,779
9
$763M 1.37%
4,981,461
-393,501
10
$743M 1.33%
4,441,812
-106,000
11
$708M 1.27%
9,090,358
-122,429
12
$698M 1.25%
3,312,554
+196,239
13
$621M 1.11%
1,533,088
-10,002
14
$562M 1.01%
981,058
+32,906
15
$557M 1%
628,847
-124,227
16
$546M 0.98%
4,787,076
-15,503
17
$529M 0.95%
1,933,386
-4,001
18
$521M 0.93%
6,166,890
-1,456,103
19
$505M 0.91%
3,800,663
+298,945
20
$494M 0.89%
4,216,443
+70,481
21
$490M 0.88%
947,802
-243,547
22
$475M 0.85%
917,416
+24,345
23
$470M 0.84%
2,762,291
+670,043
24
$464M 0.83%
8,718,560
+34,408
25
$453M 0.81%
1,627,602
-6,480
1
2 3 4 5