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
1276
$169K ﹤0.01%
1,808
-187
1277
$168K ﹤0.01%
+7,230
1278
$168K ﹤0.01%
4,908
1279
$167K ﹤0.01%
2,761
+313
1280
$167K ﹤0.01%
4,788
-746
1281
$166K ﹤0.01%
3,564
+612
1282
$166K ﹤0.01%
1,616
+354
1283
$166K ﹤0.01%
2,398
+1,446
1284
$165K ﹤0.01%
25,752
+17,588
1285
$162K ﹤0.01%
1,114
+177
1286
$162K ﹤0.01%
453
-1,599
1287
$162K ﹤0.01%
844
+135
1288
$161K ﹤0.01%
1,500
-557
1289
$161K ﹤0.01%
6,975
+4,953
1290
$161K ﹤0.01%
1,855
+102
1291
$161K ﹤0.01%
9,025
+6,125
1292
$160K ﹤0.01%
10,763
+923
1293
$160K ﹤0.01%
798
+1
1294
$159K ﹤0.01%
1,672
-190
1295
$158K ﹤0.01%
27,471
+1,829
1296
$157K ﹤0.01%
1,795
1297
$157K ﹤0.01%
1,819
1298
$156K ﹤0.01%
2,531
+146
1299
$156K ﹤0.01%
1,515
+48
1300
$156K ﹤0.01%
1,597
+164
50 51
52
53 54