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
1626
$73.5K ﹤0.01%
3,451
-67,255
1627
$73.4K ﹤0.01%
3,133
-1,100
1628
$73.3K ﹤0.01%
1,000
1629
$73.3K ﹤0.01%
8,400
-3,002
1630
$73.1K ﹤0.01%
2,790
+970
1631
$73K ﹤0.01%
3,300
+300
1632
$72.8K ﹤0.01%
1,225
1633
$72.4K ﹤0.01%
6,500
1634
$72.3K ﹤0.01%
10,147
+7,572
1635
$72.3K ﹤0.01%
4,322
+4,240
1636
$72.3K ﹤0.01%
2,375
1637
$72.1K ﹤0.01%
1,600
1638
$71.3K ﹤0.01%
2,400
-460,391
1639
$71.3K ﹤0.01%
546
+89
1640
$71.2K ﹤0.01%
1,357
+502
1641
$70.9K ﹤0.01%
414
1642
$70.6K ﹤0.01%
468
-132
1643
$70.5K ﹤0.01%
1,190
1644
$70.5K ﹤0.01%
130
+107
1645
$70.3K ﹤0.01%
6,394
+62
1646
$70.2K ﹤0.01%
1,479
+612
1647
$70.2K ﹤0.01%
2,386
+141
1648
$70.1K ﹤0.01%
9,174
1649
$69.9K ﹤0.01%
8,040
1650
$69.8K ﹤0.01%
+43,914
64 65
66
67 68