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
2876
$1.33K ﹤0.01%
10
2877
$1.33K ﹤0.01%
250
2878
$1.33K ﹤0.01%
34
-242
2879
$1.31K ﹤0.01%
67
2880
$1.31K ﹤0.01%
250
2881
$1.3K ﹤0.01%
32
2882
$1.3K ﹤0.01%
50
-5
2883
$1.29K ﹤0.01%
21
2884
$1.28K ﹤0.01%
104
2885
$1.28K ﹤0.01%
28
2886
$1.25K ﹤0.01%
87
-200
2887
$1.2K ﹤0.01%
27
-5
2888
$1.2K ﹤0.01%
23
2889
$1.2K ﹤0.01%
132
2890
$1.19K ﹤0.01%
26
-100
2891
$1.18K ﹤0.01%
39
-248
2892
$1.18K ﹤0.01%
25
2893
$1.17K ﹤0.01%
+383
2894
$1.15K ﹤0.01%
100
2895
$1.15K ﹤0.01%
61
2896
$1.14K ﹤0.01%
29
2897
$1.12K ﹤0.01%
44
-151
2898
$1.11K ﹤0.01%
200
2899
$1.11K ﹤0.01%
43
-673
2900
$1.11K ﹤0.01%
510
114 115
116
117 118