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
2776
$2.35K ﹤0.01%
310
-16
2777
$2.34K ﹤0.01%
96
2778
$2.31K ﹤0.01%
75
-91
2779
$2.3K ﹤0.01%
70
-5
2780
$2.27K ﹤0.01%
1,290
2781
$2.25K ﹤0.01%
200
2782
$2.25K ﹤0.01%
+63
2783
$2.24K ﹤0.01%
160
2784
$2.24K ﹤0.01%
19
2785
$2.23K ﹤0.01%
300
2786
$2.18K ﹤0.01%
23
2787
$2.18K ﹤0.01%
68
2788
$2.17K ﹤0.01%
57
-911
2789
$2.15K ﹤0.01%
41
2790
$2.14K ﹤0.01%
178
2791
$2.12K ﹤0.01%
748
2792
$2.09K ﹤0.01%
87
+1
2793
$2.08K ﹤0.01%
16
-319
2794
$2.08K ﹤0.01%
1,661
2795
$2.06K ﹤0.01%
103
2796
$2.05K ﹤0.01%
86
2797
$2.04K ﹤0.01%
73
-18
2798
$2.04K ﹤0.01%
2,280
2799
$2.03K ﹤0.01%
235
+74
2800
$2.02K ﹤0.01%
7
+2
110 111
112
113 114