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
2526
$6.51K ﹤0.01%
93
2527
$6.49K ﹤0.01%
204
-114
2528
$6.46K ﹤0.01%
509
2529
$6.44K ﹤0.01%
271
+252
2530
$6.42K ﹤0.01%
371
-15
2531
$6.38K ﹤0.01%
100
2532
$6.37K ﹤0.01%
660
2533
$6.33K ﹤0.01%
+750
2534
$6.31K ﹤0.01%
110
2535
$6.3K ﹤0.01%
217
2536
$6.29K ﹤0.01%
201
+195
2537
$6.27K ﹤0.01%
903
-382
2538
$6.24K ﹤0.01%
195
2539
$6.21K ﹤0.01%
2,049
2540
$6.11K ﹤0.01%
99
-38
2541
$6.08K ﹤0.01%
206
-57
2542
$6.07K ﹤0.01%
11
2543
$6.03K ﹤0.01%
188
2544
$6.03K ﹤0.01%
+350
2545
$6K ﹤0.01%
219
+60
2546
$5.97K ﹤0.01%
144
2547
$5.92K ﹤0.01%
1,223
2548
$5.89K ﹤0.01%
63
2549
$5.86K ﹤0.01%
66
2550
$5.85K ﹤0.01%
812
-1
100 101
102
103 104