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
1301
$156K ﹤0.01%
3,389
-641
1302
$155K ﹤0.01%
6,110
+20
1303
$155K ﹤0.01%
1,809
+1,057
1304
$155K ﹤0.01%
17,932
-561
1305
$155K ﹤0.01%
641
-13
1306
$155K ﹤0.01%
7,650
-9,066
1307
$154K ﹤0.01%
1,598
+252
1308
$153K ﹤0.01%
4,510
+2,895
1309
$153K ﹤0.01%
3,217
+23
1310
$153K ﹤0.01%
7,663
-2,141
1311
$153K ﹤0.01%
2,650
+304
1312
$153K ﹤0.01%
1,774
+484
1313
$153K ﹤0.01%
4,614
1314
$152K ﹤0.01%
3,600
1315
$152K ﹤0.01%
11,790
1316
$152K ﹤0.01%
3,009
-462
1317
$152K ﹤0.01%
1,365
1318
$152K ﹤0.01%
1,392
-1,316
1319
$151K ﹤0.01%
2,383
+157
1320
$151K ﹤0.01%
1,021
+765
1321
$151K ﹤0.01%
2,662
-188
1322
$151K ﹤0.01%
+4,686
1323
$150K ﹤0.01%
1,368
+37
1324
$150K ﹤0.01%
4,834
-558
1325
$150K ﹤0.01%
685
-2
51 52
53
54 55