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
1601
$78.1K ﹤0.01%
682
+1
1602
$77.8K ﹤0.01%
1,625
-850
1603
$77.7K ﹤0.01%
2,102
1604
$77.5K ﹤0.01%
14,910
-388
1605
$77.5K ﹤0.01%
1,500
1606
$77K ﹤0.01%
6,735
+5,760
1607
$77K ﹤0.01%
869
+154
1608
$76.9K ﹤0.01%
1,758
1609
$76.9K ﹤0.01%
3,833
-1
1610
$76.1K ﹤0.01%
680
1611
$76.1K ﹤0.01%
787
-360
1612
$76K ﹤0.01%
4,825
1613
$76K ﹤0.01%
392
+120
1614
$75.7K ﹤0.01%
1,230
1615
$75.5K ﹤0.01%
400
+190
1616
$75.3K ﹤0.01%
2,925
1617
$74.8K ﹤0.01%
1,715
-362
1618
$74.7K ﹤0.01%
629
-20
1619
$74.5K ﹤0.01%
2,875
-2,958
1620
$74.3K ﹤0.01%
2,310
+7
1621
$74.2K ﹤0.01%
1,642
-22
1622
$74.1K ﹤0.01%
1,285
1623
$74K ﹤0.01%
981
-9
1624
$74K ﹤0.01%
4,000
1625
$73.7K ﹤0.01%
2,300
63 64
65
66 67