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
1551
$87K ﹤0.01%
+8,236
1552
$86K ﹤0.01%
500
-284
1553
$85.9K ﹤0.01%
1,986
+1,972
1554
$85.8K ﹤0.01%
4,357
-720
1555
$85.7K ﹤0.01%
+10,000
1556
$85.4K ﹤0.01%
337
-29
1557
$85.1K ﹤0.01%
898
+64
1558
$85K ﹤0.01%
438
1559
$84.8K ﹤0.01%
687
-174
1560
$84.8K ﹤0.01%
927
-1,314
1561
$84.7K ﹤0.01%
12,400
1562
$84.5K ﹤0.01%
3,477
+1,047
1563
$84.1K ﹤0.01%
2,051
+375
1564
$83.8K ﹤0.01%
1,160
+446
1565
$83.8K ﹤0.01%
1,069
1566
$83.8K ﹤0.01%
4,649
+38
1567
$83.3K ﹤0.01%
1,125
1568
$83.3K ﹤0.01%
711
1569
$83.2K ﹤0.01%
598
+229
1570
$83K ﹤0.01%
1,545
-3,733
1571
$82.9K ﹤0.01%
1,200
1572
$82.9K ﹤0.01%
7,560
-1,090
1573
$82.2K ﹤0.01%
7,310
+65
1574
$82.1K ﹤0.01%
1,595
+975
1575
$82K ﹤0.01%
8,317
+2,617
61 62
63
64 65