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
1351
$141K ﹤0.01%
2,964
-24
1352
$140K ﹤0.01%
328
-44
1353
$140K ﹤0.01%
4,776
+4,203
1354
$140K ﹤0.01%
532
+13
1355
$139K ﹤0.01%
480
-100
1356
$139K ﹤0.01%
2,315
-58
1357
$138K ﹤0.01%
9,396
-817
1358
$137K ﹤0.01%
5,368
+2,954
1359
$137K ﹤0.01%
1,372
-957
1360
$136K ﹤0.01%
5,137
1361
$136K ﹤0.01%
5,790
1362
$136K ﹤0.01%
2,665
1363
$135K ﹤0.01%
6,510
1364
$134K ﹤0.01%
1,352
1365
$134K ﹤0.01%
3,608
-320
1366
$133K ﹤0.01%
5,747
+1,120
1367
$133K ﹤0.01%
2,523
1368
$133K ﹤0.01%
3,129
+2,970
1369
$133K ﹤0.01%
1,152
-3
1370
$132K ﹤0.01%
2,525
+406
1371
$131K ﹤0.01%
70,000
1372
$131K ﹤0.01%
2,368
-138
1373
$130K ﹤0.01%
7,258
+3,495
1374
$130K ﹤0.01%
10,031
+1
1375
$129K ﹤0.01%
2,081
+890
53 54
55
56 57