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
2576
$5.34K ﹤0.01%
698
2577
$5.33K ﹤0.01%
40
2578
$5.25K ﹤0.01%
86
2579
$5.24K ﹤0.01%
167
+95
2580
$5.16K ﹤0.01%
179
2581
$5.14K ﹤0.01%
252
-2,694
2582
$5.13K ﹤0.01%
107
2583
$5.09K ﹤0.01%
213
+154
2584
$5.09K ﹤0.01%
564
-6,500
2585
$5.05K ﹤0.01%
30
2586
$5.01K ﹤0.01%
568
-581
2587
$4.99K ﹤0.01%
13
2588
$4.99K ﹤0.01%
108
2589
$4.95K ﹤0.01%
267
+1
2590
$4.93K ﹤0.01%
553
2591
$4.9K ﹤0.01%
58
-478
2592
$4.9K ﹤0.01%
70
-22
2593
$4.9K ﹤0.01%
144
2594
$4.89K ﹤0.01%
255
2595
$4.88K ﹤0.01%
842
2596
$4.88K ﹤0.01%
138
2597
$4.88K ﹤0.01%
130
-195
2598
$4.86K ﹤0.01%
1,420
2599
$4.83K ﹤0.01%
516
+384
2600
$4.79K ﹤0.01%
52
102 103
104
105 106