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
1726
$56.3K ﹤0.01%
1,000
1727
$56.2K ﹤0.01%
4,175
-428
1728
$56.1K ﹤0.01%
880
1729
$56.1K ﹤0.01%
842
-497
1730
$56K ﹤0.01%
+1,866
1731
$56K ﹤0.01%
2,810
-485
1732
$56K ﹤0.01%
1,349
+34
1733
$55.9K ﹤0.01%
943
1734
$55.8K ﹤0.01%
3,784
-315
1735
$55.4K ﹤0.01%
+1,500
1736
$55.3K ﹤0.01%
1,225
+243
1737
$55.3K ﹤0.01%
+12,042
1738
$55.1K ﹤0.01%
3,048
-86
1739
$55.1K ﹤0.01%
2,291
+1,042
1740
$54.9K ﹤0.01%
311
+55
1741
$54.9K ﹤0.01%
4,300
+1,701
1742
$54.8K ﹤0.01%
3,610
1743
$54.7K ﹤0.01%
52,100
+51,100
1744
$54.5K ﹤0.01%
298
-37
1745
$54.5K ﹤0.01%
+2,200
1746
$54.1K ﹤0.01%
+395
1747
$54K ﹤0.01%
7,850
1748
$54K ﹤0.01%
50,000
1749
$54K ﹤0.01%
389
1750
$54K ﹤0.01%
200
-172
68 69
70
71 72