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
1651
$69.4K ﹤0.01%
2,100
-1,488
1652
$69K ﹤0.01%
900
1653
$69K ﹤0.01%
4,000
-4,570
1654
$68.9K ﹤0.01%
+7,501
1655
$68.4K ﹤0.01%
1,180
1656
$68.3K ﹤0.01%
+3,033
1657
$68.3K ﹤0.01%
2,000
1658
$67.8K ﹤0.01%
1,950
1659
$67.8K ﹤0.01%
343
1660
$67.4K ﹤0.01%
942
-200
1661
$67.2K ﹤0.01%
685
1662
$67.1K ﹤0.01%
3,620
1663
$67.1K ﹤0.01%
9,598
+2,998
1664
$67K ﹤0.01%
+1,310
1665
$66.9K ﹤0.01%
3,290
1666
$66.7K ﹤0.01%
2,702
+1,202
1667
$66.6K ﹤0.01%
601
-1
1668
$66.2K ﹤0.01%
2,142
-46
1669
$66.2K ﹤0.01%
949
+65
1670
$66.2K ﹤0.01%
39
1671
$65.5K ﹤0.01%
+1,064
1672
$65.2K ﹤0.01%
1,305
-113
1673
$64.7K ﹤0.01%
1,068
-702
1674
$64.4K ﹤0.01%
+2,675
1675
$64.3K ﹤0.01%
950
-12
65 66
67
68 69