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
1576
$81.9K ﹤0.01%
1,599
1577
$81.6K ﹤0.01%
946
+5
1578
$81.6K ﹤0.01%
3,345
+13
1579
$81.2K ﹤0.01%
3,961
+547
1580
$81K ﹤0.01%
6,053
+19
1581
$81K ﹤0.01%
7,627
+2,432
1582
$80.6K ﹤0.01%
4,165
+35
1583
$80.5K ﹤0.01%
1,296
-53
1584
$80.4K ﹤0.01%
11,325
1585
$80.2K ﹤0.01%
7,590
-800
1586
$80.1K ﹤0.01%
14,404
+1,000
1587
$80.1K ﹤0.01%
7,864
+1,944
1588
$80K ﹤0.01%
1,859
+9
1589
$79.8K ﹤0.01%
1,689
+3
1590
$79.6K ﹤0.01%
4,002
1591
$79.5K ﹤0.01%
1,505
+498
1592
$79.3K ﹤0.01%
1,325
1593
$79.1K ﹤0.01%
237
-161
1594
$79K ﹤0.01%
9,681
-6,356
1595
$78.9K ﹤0.01%
1,529
-1,610
1596
$78.8K ﹤0.01%
+3,000
1597
$78.7K ﹤0.01%
942
1598
$78.5K ﹤0.01%
50,010
+50,000
1599
$78.5K ﹤0.01%
2,467
+2,361
1600
$78.3K ﹤0.01%
4,800
62 63
64
65 66