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
1801
$46.1K ﹤0.01%
2,000
1802
$46K ﹤0.01%
1,156
+336
1803
$45.9K ﹤0.01%
1,224
-830
1804
$45.9K ﹤0.01%
2,529
+527
1805
$45.9K ﹤0.01%
12,309
+103
1806
$45.9K ﹤0.01%
5,977
+3,000
1807
$45.9K ﹤0.01%
397
-21
1808
$45.8K ﹤0.01%
1,800
+1,000
1809
$45.8K ﹤0.01%
550
1810
$45.8K ﹤0.01%
571
+191
1811
$45.7K ﹤0.01%
795
1812
$45.6K ﹤0.01%
655
-51
1813
$45.4K ﹤0.01%
1,000
1814
$45.2K ﹤0.01%
3,343
+140
1815
$45.1K ﹤0.01%
2,085
+678
1816
$44.8K ﹤0.01%
670
-9
1817
$44.8K ﹤0.01%
246
+76
1818
$44.8K ﹤0.01%
7,734
+66
1819
$44.7K ﹤0.01%
500
1820
$44.6K ﹤0.01%
1,169
-60
1821
$44.3K ﹤0.01%
429
+259
1822
$44.1K ﹤0.01%
3,300
1823
$44K ﹤0.01%
583
+183
1824
$43.9K ﹤0.01%
667
-12
1825
$43.4K ﹤0.01%
415
71 72
73
74 75