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
1376
$129K ﹤0.01%
4,940
+2,209
1377
$129K ﹤0.01%
1,780
+38
1378
$129K ﹤0.01%
1,246
+66
1379
$128K ﹤0.01%
3,069
+106
1380
$128K ﹤0.01%
842
+74
1381
$128K ﹤0.01%
+5,216
1382
$127K ﹤0.01%
58,576
+1,462
1383
$127K ﹤0.01%
3,435
1384
$127K ﹤0.01%
7,640
-5,000
1385
$127K ﹤0.01%
3,017
1386
$126K ﹤0.01%
3,024
1387
$126K ﹤0.01%
7,130
-3,982
1388
$126K ﹤0.01%
5,643
+1,558
1389
$125K ﹤0.01%
615
-90
1390
$124K ﹤0.01%
1,840
1391
$124K ﹤0.01%
1,400
-701
1392
$123K ﹤0.01%
2,780
1393
$123K ﹤0.01%
6,146
-1,613
1394
$122K ﹤0.01%
4,328
+293
1395
$122K ﹤0.01%
706
+267
1396
$121K ﹤0.01%
2,187
+103
1397
$121K ﹤0.01%
1,093
1398
$120K ﹤0.01%
4,816
-3,371
1399
$120K ﹤0.01%
4,030
1400
$119K ﹤0.01%
2,016
54 55
56
57 58