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
2701
$3.42K ﹤0.01%
110
-1,157
2702
$3.42K ﹤0.01%
562
-175
2703
$3.41K ﹤0.01%
187
-1,564
2704
$3.41K ﹤0.01%
184
-793
2705
$3.36K ﹤0.01%
157
2706
$3.34K ﹤0.01%
229
2707
$3.33K ﹤0.01%
200
2708
$3.31K ﹤0.01%
100
2709
$3.31K ﹤0.01%
437
2710
$3.28K ﹤0.01%
100
2711
$3.27K ﹤0.01%
253
2712
$3.26K ﹤0.01%
780
-214
2713
$3.26K ﹤0.01%
170
2714
$3.24K ﹤0.01%
29
2715
$3.22K ﹤0.01%
600
-115
2716
$3.21K ﹤0.01%
157
2717
$3.13K ﹤0.01%
99
2718
$3.12K ﹤0.01%
120
-80
2719
$3.12K ﹤0.01%
450
2720
$3.1K ﹤0.01%
75
2721
$3.07K ﹤0.01%
30
-1,225
2722
$3.04K ﹤0.01%
+750
2723
$3.04K ﹤0.01%
28
2724
$3.03K ﹤0.01%
383
2725
$3.02K ﹤0.01%
27
107 108
109
110 111