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
2851
$1.52K ﹤0.01%
84
2852
$1.52K ﹤0.01%
1,800
2853
$1.5K ﹤0.01%
666
-4,500
2854
$1.49K ﹤0.01%
100
2855
$1.46K ﹤0.01%
150
-500
2856
$1.46K ﹤0.01%
100
2857
$1.45K ﹤0.01%
263
-126
2858
$1.43K ﹤0.01%
11
2859
$1.42K ﹤0.01%
+650
2860
$1.42K ﹤0.01%
294
2861
$1.42K ﹤0.01%
100
-9,758
2862
$1.41K ﹤0.01%
82
2863
$1.4K ﹤0.01%
+30
2864
$1.4K ﹤0.01%
73
2865
$1.39K ﹤0.01%
125
2866
$1.39K ﹤0.01%
50
2867
$1.38K ﹤0.01%
38
2868
$1.37K ﹤0.01%
8
-17,106
2869
$1.37K ﹤0.01%
48
2870
$1.36K ﹤0.01%
17
2871
$1.36K ﹤0.01%
35
2872
$1.35K ﹤0.01%
59
2873
$1.34K ﹤0.01%
500
-106
2874
$1.34K ﹤0.01%
+45
2875
$1.33K ﹤0.01%
14
113 114
115
116 117