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
1126
$225K ﹤0.01%
+6,964
1127
$224K ﹤0.01%
1,746
-279
1128
$223K ﹤0.01%
5,168
+2,500
1129
$223K ﹤0.01%
14,320
-500
1130
$223K ﹤0.01%
4,358
+18
1131
$223K ﹤0.01%
2,040
-47
1132
$222K ﹤0.01%
1,789
+1,424
1133
$222K ﹤0.01%
20,474
-1,621
1134
$221K ﹤0.01%
2,745
+1,812
1135
$221K ﹤0.01%
5,597
+550
1136
$220K ﹤0.01%
6,356
+1,140
1137
$220K ﹤0.01%
+13,570
1138
$220K ﹤0.01%
7,610
1139
$219K ﹤0.01%
1,825
-166
1140
$219K ﹤0.01%
2,452
-26
1141
$219K ﹤0.01%
4,199
-144
1142
$218K ﹤0.01%
1,916
-1,501
1143
$218K ﹤0.01%
6,937
+4,226
1144
$217K ﹤0.01%
3,675
-225
1145
$217K ﹤0.01%
+9,611
1146
$217K ﹤0.01%
1,000
1147
$217K ﹤0.01%
8,088
1148
$215K ﹤0.01%
3,268
-6,566
1149
$215K ﹤0.01%
5,789
+1,260
1150
$215K ﹤0.01%
2,504
-50
44 45
46
47 48