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
1201
$194K ﹤0.01%
17,275
+8,439
1202
$194K ﹤0.01%
561
-22
1203
$193K ﹤0.01%
3,055
-520
1204
$193K ﹤0.01%
2,786
1205
$193K ﹤0.01%
2,611
+896
1206
$192K ﹤0.01%
3,858
+76
1207
$192K ﹤0.01%
5,520
+3,432
1208
$192K ﹤0.01%
3,533
+489
1209
$192K ﹤0.01%
4,768
+1,445
1210
$191K ﹤0.01%
2,200
-40
1211
$191K ﹤0.01%
1,414
-43
1212
$190K ﹤0.01%
1,996
+8
1213
$189K ﹤0.01%
1,536
+363
1214
$189K ﹤0.01%
4,600
1215
$189K ﹤0.01%
94,400
1216
$189K ﹤0.01%
2,000
-100
1217
$188K ﹤0.01%
1,963
+303
1218
$188K ﹤0.01%
947
-211
1219
$187K ﹤0.01%
3,063
+253
1220
$187K ﹤0.01%
13,566
1221
$186K ﹤0.01%
+6,000
1222
$186K ﹤0.01%
+6,288
1223
$186K ﹤0.01%
917
+319
1224
$186K ﹤0.01%
2,245
1225
$185K ﹤0.01%
5,753
+1,900
47 48
49
50 51