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
2826
$1.73K ﹤0.01%
131
2827
$1.73K ﹤0.01%
192
2828
$1.73K ﹤0.01%
174
2829
$1.71K ﹤0.01%
17
2830
$1.71K ﹤0.01%
50
2831
$1.7K ﹤0.01%
103
2832
$1.7K ﹤0.01%
21
2833
$1.69K ﹤0.01%
135
2834
$1.69K ﹤0.01%
418
+66
2835
$1.68K ﹤0.01%
9
-9
2836
$1.67K ﹤0.01%
134
2837
$1.66K ﹤0.01%
160
2838
$1.63K ﹤0.01%
31
2839
$1.61K ﹤0.01%
45
-2
2840
$1.61K ﹤0.01%
24
-366
2841
$1.6K ﹤0.01%
9
2842
$1.59K ﹤0.01%
50
2843
$1.59K ﹤0.01%
115
2844
$1.58K ﹤0.01%
25
2845
$1.57K ﹤0.01%
180
2846
$1.55K ﹤0.01%
344
2847
$1.55K ﹤0.01%
+15
2848
$1.54K ﹤0.01%
580
2849
$1.53K ﹤0.01%
60
2850
$1.53K ﹤0.01%
600
112 113
114
115 116