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
1176
$203K ﹤0.01%
1,490
+811
1177
$203K ﹤0.01%
1,293
+1,163
1178
$203K ﹤0.01%
8,749
-11
1179
$202K ﹤0.01%
1,751
1180
$202K ﹤0.01%
2,154
-558
1181
$202K ﹤0.01%
1,184
+124
1182
$202K ﹤0.01%
7,142
+33
1183
$202K ﹤0.01%
+43,207
1184
$201K ﹤0.01%
6,497
+530
1185
$201K ﹤0.01%
1,791
-255
1186
$200K ﹤0.01%
2,305
+5
1187
$200K ﹤0.01%
1,422
+611
1188
$199K ﹤0.01%
2,544
+12
1189
$199K ﹤0.01%
3,925
-200
1190
$198K ﹤0.01%
5,602
-3,996
1191
$198K ﹤0.01%
526
-817
1192
$198K ﹤0.01%
2,339
-28
1193
$198K ﹤0.01%
+3,058
1194
$197K ﹤0.01%
2,522
-121
1195
$197K ﹤0.01%
5,110
-5
1196
$197K ﹤0.01%
4,070
1197
$197K ﹤0.01%
1,404
-412
1198
$196K ﹤0.01%
11,993
-400
1199
$195K ﹤0.01%
10,550
+2,083
1200
$195K ﹤0.01%
735
-1,319
46 47
48
49 50