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
2476
$7.78K ﹤0.01%
610
-4
2477
$7.75K ﹤0.01%
200
2478
$7.71K ﹤0.01%
520
2479
$7.71K ﹤0.01%
+300
2480
$7.54K ﹤0.01%
34
2481
$7.53K ﹤0.01%
1,372
+36
2482
$7.51K ﹤0.01%
195
-125
2483
$7.39K ﹤0.01%
+175
2484
$7.34K ﹤0.01%
185
2485
$7.31K ﹤0.01%
189
2486
$7.29K ﹤0.01%
426
-225
2487
$7.27K ﹤0.01%
101
2488
$7.26K ﹤0.01%
337
2489
$7.25K ﹤0.01%
4,216
2490
$7.24K ﹤0.01%
655
-100
2491
$7.23K ﹤0.01%
308
+40
2492
$7.23K ﹤0.01%
1,148
2493
$7.23K ﹤0.01%
538
2494
$7.14K ﹤0.01%
325
-1,259
2495
$7.14K ﹤0.01%
234
-73
2496
$7.14K ﹤0.01%
407
2497
$7.13K ﹤0.01%
1,000
2498
$7.11K ﹤0.01%
122
2499
$7.08K ﹤0.01%
2,500
2500
$7.07K ﹤0.01%
445
+215
98 99
100
101 102