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
2751
$2.71K ﹤0.01%
200
+38
2752
$2.69K ﹤0.01%
57
-25
2753
$2.64K ﹤0.01%
73
2754
$2.64K ﹤0.01%
27
2755
$2.62K ﹤0.01%
455
-300
2756
$2.61K ﹤0.01%
97
-22
2757
$2.6K ﹤0.01%
625
2758
$2.59K ﹤0.01%
322
2759
$2.54K ﹤0.01%
+34
2760
$2.52K ﹤0.01%
+174
2761
$2.5K ﹤0.01%
81
-508
2762
$2.48K ﹤0.01%
+73
2763
$2.48K ﹤0.01%
100
2764
$2.47K ﹤0.01%
20
-10
2765
$2.46K ﹤0.01%
50
-13
2766
$2.46K ﹤0.01%
16
-100
2767
$2.44K ﹤0.01%
140
2768
$2.44K ﹤0.01%
65
2769
$2.43K ﹤0.01%
60
2770
$2.42K ﹤0.01%
133
-141
2771
$2.41K ﹤0.01%
423
2772
$2.4K ﹤0.01%
105
2773
$2.4K ﹤0.01%
84
2774
$2.4K ﹤0.01%
138
-88
2775
$2.37K ﹤0.01%
74
109 110
111
112 113