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
1476
$101K ﹤0.01%
2,138
+1,045
1477
$100K ﹤0.01%
3,722
1478
$99.9K ﹤0.01%
3,226
1479
$99.8K ﹤0.01%
1,712
-925
1480
$99.8K ﹤0.01%
1,488
1481
$99.8K ﹤0.01%
10,500
1482
$99.6K ﹤0.01%
8,047
+2,080
1483
$99.4K ﹤0.01%
2,627
+74
1484
$99.3K ﹤0.01%
10,963
+10,962
1485
$99K ﹤0.01%
+2,216
1486
$98.3K ﹤0.01%
1,938
-95
1487
$98K ﹤0.01%
3,374
+3,134
1488
$98K ﹤0.01%
163
+22
1489
$97.9K ﹤0.01%
1,858
1490
$97.9K ﹤0.01%
700
+100
1491
$97.9K ﹤0.01%
9,513
1492
$97.8K ﹤0.01%
2,259
+2,159
1493
$97.2K ﹤0.01%
6,616
1494
$97.1K ﹤0.01%
2,425
+300
1495
$96.9K ﹤0.01%
5,051
1496
$96.7K ﹤0.01%
1,385
1497
$96.4K ﹤0.01%
2,090
-727
1498
$96.2K ﹤0.01%
872
-29
1499
$96.2K ﹤0.01%
5,275
-2,315
1500
$95.9K ﹤0.01%
8,861
58 59
60
61 62