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
1701
$59.8K ﹤0.01%
208
-10
1702
$59.4K ﹤0.01%
2,155
1703
$59.3K ﹤0.01%
1,060
-65
1704
$59.3K ﹤0.01%
2,435
+3
1705
$59K ﹤0.01%
3,820
+3,000
1706
$59K ﹤0.01%
1,502
-1,250
1707
$58.7K ﹤0.01%
712
-228
1708
$58.6K ﹤0.01%
+2,255
1709
$58.5K ﹤0.01%
2,239
1710
$58.3K ﹤0.01%
1,809
-76,462
1711
$57.9K ﹤0.01%
5,000
1712
$57.6K ﹤0.01%
5,752
+3,854
1713
$57.6K ﹤0.01%
677
1714
$57.5K ﹤0.01%
2,345
+1,091
1715
$57.4K ﹤0.01%
2,070
1716
$57.3K ﹤0.01%
5,869
+3,993
1717
$57K ﹤0.01%
635
+53
1718
$56.9K ﹤0.01%
+2,128
1719
$56.8K ﹤0.01%
155
-50
1720
$56.8K ﹤0.01%
670
-138
1721
$56.7K ﹤0.01%
1,455
+42
1722
$56.6K ﹤0.01%
758
1723
$56.4K ﹤0.01%
1,843
1724
$56.3K ﹤0.01%
1,795
-2,591
1725
$56.3K ﹤0.01%
3,136
+741
67 68
69
70 71