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
2651
$4.01K ﹤0.01%
496
2652
$4K ﹤0.01%
102
+100
2653
$3.98K ﹤0.01%
88
-9
2654
$3.97K ﹤0.01%
351
2655
$3.97K ﹤0.01%
670
2656
$3.95K ﹤0.01%
73
2657
$3.94K ﹤0.01%
250
2658
$3.92K ﹤0.01%
275
-50
2659
$3.91K ﹤0.01%
330
2660
$3.87K ﹤0.01%
5,100
2661
$3.87K ﹤0.01%
153
2662
$3.86K ﹤0.01%
+2,880
2663
$3.86K ﹤0.01%
22
2664
$3.86K ﹤0.01%
91
+26
2665
$3.85K ﹤0.01%
1,500
2666
$3.84K ﹤0.01%
21
2667
$3.83K ﹤0.01%
60
2668
$3.82K ﹤0.01%
254
2669
$3.82K ﹤0.01%
339
2670
$3.81K ﹤0.01%
1,112
2671
$3.8K ﹤0.01%
160
2672
$3.79K ﹤0.01%
178
-7
2673
$3.79K ﹤0.01%
100
2674
$3.77K ﹤0.01%
50
+25
2675
$3.76K ﹤0.01%
72
105 106
107
108 109