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
2676
$3.75K ﹤0.01%
+40
2677
$3.74K ﹤0.01%
335
2678
$3.74K ﹤0.01%
100
2679
$3.73K ﹤0.01%
2,825
+2,725
2680
$3.72K ﹤0.01%
105
2681
$3.7K ﹤0.01%
123
2682
$3.69K ﹤0.01%
501
+1
2683
$3.67K ﹤0.01%
83
2684
$3.67K ﹤0.01%
100
-78
2685
$3.66K ﹤0.01%
526
2686
$3.65K ﹤0.01%
781
2687
$3.63K ﹤0.01%
+200
2688
$3.63K ﹤0.01%
75
2689
$3.62K ﹤0.01%
521
2690
$3.62K ﹤0.01%
300
-170
2691
$3.61K ﹤0.01%
300
2692
$3.59K ﹤0.01%
128
-44
2693
$3.57K ﹤0.01%
500
-100
2694
$3.56K ﹤0.01%
367
2695
$3.56K ﹤0.01%
357
2696
$3.53K ﹤0.01%
151
-102
2697
$3.53K ﹤0.01%
120
2698
$3.53K ﹤0.01%
251
2699
$3.53K ﹤0.01%
64
2700
$3.46K ﹤0.01%
136
106 107
108
109 110