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
1151
$214K ﹤0.01%
3,514
1152
$214K ﹤0.01%
12,000
1153
$213K ﹤0.01%
11,433
+3,194
1154
$212K ﹤0.01%
4,870
-310
1155
$212K ﹤0.01%
2,941
-598
1156
$211K ﹤0.01%
15,669
-1,689
1157
$211K ﹤0.01%
5,478
+599
1158
$211K ﹤0.01%
5,177
+217
1159
$211K ﹤0.01%
481
+298
1160
$210K ﹤0.01%
19,847
+4,379
1161
$210K ﹤0.01%
3,225
+502
1162
$210K ﹤0.01%
+4,375
1163
$209K ﹤0.01%
7,317
+545
1164
$209K ﹤0.01%
15,970
+1,813
1165
$209K ﹤0.01%
1,204
-7
1166
$209K ﹤0.01%
5,648
-81
1167
$208K ﹤0.01%
8,304
+4,021
1168
$208K ﹤0.01%
4,146
+1,540
1169
$208K ﹤0.01%
2,022
+385
1170
$208K ﹤0.01%
7,708
+48
1171
$208K ﹤0.01%
4,795
+45
1172
$207K ﹤0.01%
+3,962
1173
$204K ﹤0.01%
5,872
+2,674
1174
$203K ﹤0.01%
6,812
+3,220
1175
$203K ﹤0.01%
8,064
+2,391
45 46
47
48 49