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
2901
$1.11K ﹤0.01%
+242
2902
$1.07K ﹤0.01%
2,458
2903
$1.07K ﹤0.01%
43
2904
$1.07K ﹤0.01%
63
2905
$1.04K ﹤0.01%
269
-164
2906
$1.03K ﹤0.01%
836
2907
$1.02K ﹤0.01%
86
2908
$1.02K ﹤0.01%
161
2909
$1.01K ﹤0.01%
140
2910
$987 ﹤0.01%
140
2911
$986 ﹤0.01%
+1,000
2912
$977 ﹤0.01%
110
-35
2913
$972 ﹤0.01%
95
2914
$966 ﹤0.01%
300
-1,167
2915
$929 ﹤0.01%
135
2916
$924 ﹤0.01%
+2,000
2917
$908 ﹤0.01%
41
2918
$905 ﹤0.01%
39
2919
$898 ﹤0.01%
4
2920
$894 ﹤0.01%
432
2921
$893 ﹤0.01%
60
2922
$893 ﹤0.01%
253
2923
$893 ﹤0.01%
77
2924
$889 ﹤0.01%
146
-10
2925
$866 ﹤0.01%
1,000
115 116
117
118 119