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
2726
$3.02K ﹤0.01%
34
2727
$3K ﹤0.01%
47
2728
$3K ﹤0.01%
496
-31,054
2729
$3K ﹤0.01%
+280
2730
$3K ﹤0.01%
+11
2731
$2.99K ﹤0.01%
70
-50
2732
$2.96K ﹤0.01%
330
-205,802
2733
$2.94K ﹤0.01%
400
2734
$2.94K ﹤0.01%
550
-2,000
2735
$2.93K ﹤0.01%
61
2736
$2.93K ﹤0.01%
162
2737
$2.92K ﹤0.01%
407
2738
$2.92K ﹤0.01%
50
2739
$2.89K ﹤0.01%
860
2740
$2.89K ﹤0.01%
25
2741
$2.87K ﹤0.01%
3,023
2742
$2.87K ﹤0.01%
425
2743
$2.87K ﹤0.01%
287
2744
$2.87K ﹤0.01%
40
2745
$2.83K ﹤0.01%
700
2746
$2.81K ﹤0.01%
93
2747
$2.81K ﹤0.01%
100
2748
$2.8K ﹤0.01%
98
+18
2749
$2.78K ﹤0.01%
45
-100
2750
$2.72K ﹤0.01%
25
+20
108 109
110
111 112