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
2501
$7.07K ﹤0.01%
7,304
2502
$7.06K ﹤0.01%
+1,000
2503
$7.04K ﹤0.01%
503
-39
2504
$7.04K ﹤0.01%
144
+1
2505
$7.02K ﹤0.01%
159
2506
$7K ﹤0.01%
1,121
+26
2507
$6.98K ﹤0.01%
189
2508
$6.97K ﹤0.01%
484
+295
2509
$6.95K ﹤0.01%
490
2510
$6.93K ﹤0.01%
160
2511
$6.9K ﹤0.01%
112
2512
$6.87K ﹤0.01%
+590
2513
$6.84K ﹤0.01%
41
2514
$6.78K ﹤0.01%
2,305
2515
$6.74K ﹤0.01%
3,939
2516
$6.73K ﹤0.01%
180
2517
$6.72K ﹤0.01%
1,200
2518
$6.7K ﹤0.01%
339
2519
$6.7K ﹤0.01%
200
2520
$6.67K ﹤0.01%
174
+90
2521
$6.66K ﹤0.01%
270
2522
$6.57K ﹤0.01%
257
2523
$6.56K ﹤0.01%
1,000
2524
$6.55K ﹤0.01%
135
-28
2525
$6.51K ﹤0.01%
200