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
2801
$2.02K ﹤0.01%
12
-58
2802
$1.98K ﹤0.01%
1,000
2803
$1.98K ﹤0.01%
775
2804
$1.97K ﹤0.01%
66
2805
$1.97K ﹤0.01%
300
2806
$1.96K ﹤0.01%
43
2807
$1.95K ﹤0.01%
+180
2808
$1.93K ﹤0.01%
33
2809
$1.92K ﹤0.01%
299
2810
$1.92K ﹤0.01%
107
-261
2811
$1.88K ﹤0.01%
84
2812
$1.87K ﹤0.01%
63
2813
$1.86K ﹤0.01%
50
2814
$1.86K ﹤0.01%
1,050
2815
$1.83K ﹤0.01%
1,000
2816
$1.83K ﹤0.01%
+125
2817
$1.82K ﹤0.01%
400
2818
$1.8K ﹤0.01%
412
2819
$1.79K ﹤0.01%
170
2820
$1.78K ﹤0.01%
125
-500
2821
$1.77K ﹤0.01%
85
2822
$1.77K ﹤0.01%
200
2823
$1.77K ﹤0.01%
41
2824
$1.75K ﹤0.01%
75
2825
$1.74K ﹤0.01%
900
111 112
113
114 115