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
1426
$112K ﹤0.01%
1,794
-380
1427
$112K ﹤0.01%
3,179
1428
$112K ﹤0.01%
1,532
+1
1429
$111K ﹤0.01%
+19,300
1430
$111K ﹤0.01%
+2,099
1431
$111K ﹤0.01%
8,959
+1,814
1432
$111K ﹤0.01%
2,187
+608
1433
$111K ﹤0.01%
1,012
+1
1434
$110K ﹤0.01%
5,091
+1,431
1435
$110K ﹤0.01%
4,452
+3,919
1436
$110K ﹤0.01%
293
+36
1437
$110K ﹤0.01%
3,385
-68
1438
$109K ﹤0.01%
2,001
-118
1439
$109K ﹤0.01%
+3,000
1440
$109K ﹤0.01%
2,593
+2,393
1441
$109K ﹤0.01%
7,660
1442
$108K ﹤0.01%
1,670
+3
1443
$107K ﹤0.01%
5,431
+2,065
1444
$107K ﹤0.01%
+1,387
1445
$106K ﹤0.01%
4,740
1446
$106K ﹤0.01%
443
-249
1447
$106K ﹤0.01%
1,375
+414
1448
$106K ﹤0.01%
2,503
+334
1449
$105K ﹤0.01%
6,000
+5,636
1450
$105K ﹤0.01%
5,686
+5,600
56 57
58
59 60