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
1776
$49.9K ﹤0.01%
1,915
+35
1777
$49.8K ﹤0.01%
1,026
+211
1778
$49.7K ﹤0.01%
1,003
1779
$49.6K ﹤0.01%
1,100
1780
$49.6K ﹤0.01%
2,000
1781
$49.4K ﹤0.01%
1,040
-10
1782
$49.1K ﹤0.01%
339
+44
1783
$49K ﹤0.01%
2,449
+1
1784
$48.8K ﹤0.01%
705
+589
1785
$48.6K ﹤0.01%
1,595
+1,423
1786
$48.2K ﹤0.01%
683
1787
$48.1K ﹤0.01%
2,527
+560
1788
$47.9K ﹤0.01%
3,530
+1,277
1789
$47.8K ﹤0.01%
222
1790
$47.7K ﹤0.01%
567
1791
$47.6K ﹤0.01%
4,000
1792
$47.5K ﹤0.01%
10,546
1793
$47.3K ﹤0.01%
675
-1,536
1794
$47.3K ﹤0.01%
1,000
1795
$47.1K ﹤0.01%
2,983
1796
$46.9K ﹤0.01%
1,079
+751
1797
$46.8K ﹤0.01%
846
-78,422
1798
$46.7K ﹤0.01%
1,056
+41
1799
$46.4K ﹤0.01%
+1,740
1800
$46.1K ﹤0.01%
407
+131
70 71
72
73 74