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
1401
$119K ﹤0.01%
1,668
+225
1402
$119K ﹤0.01%
10,000
1403
$118K ﹤0.01%
5,173
-1,762
1404
$118K ﹤0.01%
3,140
-980
1405
$118K ﹤0.01%
1,978
+16
1406
$118K ﹤0.01%
1,281
-521
1407
$117K ﹤0.01%
1,480
1408
$117K ﹤0.01%
2,432
+2,407
1409
$117K ﹤0.01%
1,831
1410
$117K ﹤0.01%
800
+1
1411
$116K ﹤0.01%
1,482
1412
$116K ﹤0.01%
5,700
1413
$116K ﹤0.01%
8,233
-86
1414
$116K ﹤0.01%
+1,500
1415
$115K ﹤0.01%
16,650
+6,963
1416
$115K ﹤0.01%
6,371
+189
1417
$114K ﹤0.01%
2,259
1418
$114K ﹤0.01%
1,800
1419
$114K ﹤0.01%
10,358
1420
$114K ﹤0.01%
10,060
+3,855
1421
$114K ﹤0.01%
3,451
+1,259
1422
$114K ﹤0.01%
3,000
1423
$113K ﹤0.01%
3,500
-6,046
1424
$113K ﹤0.01%
3,987
-920
1425
$113K ﹤0.01%
3,182
+3,101
55 56
57
58 59