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
1101
$241K ﹤0.01%
9,240
+8,903
1102
$241K ﹤0.01%
4,894
-709
1103
$238K ﹤0.01%
19,825
1104
$237K ﹤0.01%
919
-38
1105
$236K ﹤0.01%
9,941
-1,759
1106
$235K ﹤0.01%
6,089
-110
1107
$234K ﹤0.01%
+6,000
1108
$234K ﹤0.01%
3,833
+133
1109
$233K ﹤0.01%
11,375
+1,931
1110
$233K ﹤0.01%
6,568
+247
1111
$233K ﹤0.01%
+14,744
1112
$232K ﹤0.01%
1,332
1113
$232K ﹤0.01%
7,176
-719
1114
$231K ﹤0.01%
1,929
+134
1115
$231K ﹤0.01%
3,880
+3,856
1116
$230K ﹤0.01%
8,500
1117
$229K ﹤0.01%
4,555
+2,002
1118
$229K ﹤0.01%
9,370
1119
$229K ﹤0.01%
636
+117
1120
$229K ﹤0.01%
2,600
1121
$227K ﹤0.01%
2,000
1122
$227K ﹤0.01%
1,093
1123
$225K ﹤0.01%
21,556
-3,124
1124
$225K ﹤0.01%
2,879
1125
$225K ﹤0.01%
2,277
43 44
45
46 47