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
1326
$149K ﹤0.01%
1,594
1327
$149K ﹤0.01%
12,811
1328
$149K ﹤0.01%
335
-32
1329
$148K ﹤0.01%
3,276
+1,078
1330
$147K ﹤0.01%
1,573
+30
1331
$147K ﹤0.01%
12,762
1332
$146K ﹤0.01%
3,006
-227
1333
$146K ﹤0.01%
9,223
+3,035
1334
$146K ﹤0.01%
1,183
-6
1335
$145K ﹤0.01%
1,154
+147
1336
$145K ﹤0.01%
+5,950
1337
$145K ﹤0.01%
15,044
+277
1338
$144K ﹤0.01%
1,979
-914
1339
$144K ﹤0.01%
2,312
+18
1340
$144K ﹤0.01%
+7,963
1341
$143K ﹤0.01%
2,300
-279
1342
$143K ﹤0.01%
2,933
-200
1343
$143K ﹤0.01%
12,660
1344
$143K ﹤0.01%
2,500
1345
$142K ﹤0.01%
1,695
1346
$142K ﹤0.01%
926
+16
1347
$142K ﹤0.01%
1,655
+81
1348
$142K ﹤0.01%
4,443
-184
1349
$141K ﹤0.01%
973
1350
$141K ﹤0.01%
2,297
-315
52 53
54
55 56