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
1251
$174K ﹤0.01%
1,424
1252
$174K ﹤0.01%
9,435
-1,983
1253
$174K ﹤0.01%
7,252
+1,840
1254
$174K ﹤0.01%
1,927
-309
1255
$174K ﹤0.01%
16,270
-8,724
1256
$174K ﹤0.01%
+1,400
1257
$174K ﹤0.01%
1,094
-4
1258
$174K ﹤0.01%
9,073
+670
1259
$172K ﹤0.01%
16,601
+12,082
1260
$172K ﹤0.01%
4,576
+3,468
1261
$172K ﹤0.01%
8,382
+2,502
1262
$172K ﹤0.01%
10,369
+3,019
1263
$172K ﹤0.01%
2,192
-536
1264
$172K ﹤0.01%
3,421
-226
1265
$171K ﹤0.01%
3,116
+190
1266
$171K ﹤0.01%
2,149
+37
1267
$171K ﹤0.01%
1,076
-131
1268
$171K ﹤0.01%
3,765
+10
1269
$171K ﹤0.01%
+6,745
1270
$170K ﹤0.01%
4,191
1271
$169K ﹤0.01%
1,178
1272
$169K ﹤0.01%
16,198
+9,618
1273
$169K ﹤0.01%
+1,000
1274
$169K ﹤0.01%
2,413
+367
1275
$169K ﹤0.01%
3,263
+477
49 50
51
52 53