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
2626
$4.32K ﹤0.01%
237
2627
$4.31K ﹤0.01%
334
-5,499
2628
$4.31K ﹤0.01%
64
2629
$4.3K ﹤0.01%
84
2630
$4.29K ﹤0.01%
614
+111
2631
$4.29K ﹤0.01%
100
2632
$4.27K ﹤0.01%
150
2633
$4.26K ﹤0.01%
2,509
+775
2634
$4.26K ﹤0.01%
120
-205
2635
$4.23K ﹤0.01%
169
2636
$4.23K ﹤0.01%
91
2637
$4.23K ﹤0.01%
94
2638
$4.22K ﹤0.01%
207
2639
$4.2K ﹤0.01%
600
2640
$4.17K ﹤0.01%
100
2641
$4.16K ﹤0.01%
200
2642
$4.15K ﹤0.01%
309
-4,010
2643
$4.15K ﹤0.01%
206
+100
2644
$4.14K ﹤0.01%
2,350
-8,380
2645
$4.12K ﹤0.01%
320
2646
$4.11K ﹤0.01%
126
+21
2647
$4.09K ﹤0.01%
175
-50
2648
$4.07K ﹤0.01%
136
2649
$4.07K ﹤0.01%
250
2650
$4.02K ﹤0.01%
602
-300
104 105
106
107 108