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
1501
$95.7K ﹤0.01%
2,013
+106
1502
$95.3K ﹤0.01%
1,500
1503
$95.1K ﹤0.01%
3,398
-25
1504
$95.1K ﹤0.01%
2,099
-21
1505
$95K ﹤0.01%
2,770
1506
$94.8K ﹤0.01%
1,790
1507
$94.6K ﹤0.01%
2,607
-413
1508
$94.5K ﹤0.01%
7,777
+199
1509
$94.3K ﹤0.01%
908
1510
$94.1K ﹤0.01%
2,748
+441
1511
$94K ﹤0.01%
2,350
-3,967
1512
$93.8K ﹤0.01%
1,335
+1,091
1513
$93.6K ﹤0.01%
1,535
1514
$93.2K ﹤0.01%
1,300
-360
1515
$93.1K ﹤0.01%
11,542
-6,577
1516
$93.1K ﹤0.01%
1,754
-152
1517
$92.4K ﹤0.01%
3,108
+2,267
1518
$92.4K ﹤0.01%
1,960
+1,210
1519
$91.6K ﹤0.01%
2,085
1520
$91.4K ﹤0.01%
1,402
-94,702
1521
$91.4K ﹤0.01%
885
+528
1522
$91.3K ﹤0.01%
1,640
1523
$91.1K ﹤0.01%
5,372
-420
1524
$91K ﹤0.01%
10,482
+243
1525
$90.8K ﹤0.01%
5,540
+175
59 60
61
62 63