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
1826
$43.1K ﹤0.01%
2,154
-7,365
1827
$43K ﹤0.01%
406
1828
$43K ﹤0.01%
180
1829
$43K ﹤0.01%
550
1830
$42.6K ﹤0.01%
7,000
1831
$42.4K ﹤0.01%
4,322
+2,022
1832
$42.2K ﹤0.01%
1,394
-492
1833
$41.9K ﹤0.01%
280
+248
1834
$41.9K ﹤0.01%
+2,128
1835
$41.7K ﹤0.01%
1,145
1836
$41.6K ﹤0.01%
439
+106
1837
$41.5K ﹤0.01%
5,000
1838
$41.2K ﹤0.01%
1,000
1839
$41.2K ﹤0.01%
554
+45
1840
$41.2K ﹤0.01%
900
1841
$41.2K ﹤0.01%
784
-10
1842
$41.2K ﹤0.01%
1,241
+941
1843
$41.1K ﹤0.01%
2,335
1844
$41.1K ﹤0.01%
1,177
-2,080
1845
$41K ﹤0.01%
500
1846
$40.9K ﹤0.01%
5,313
1847
$40.8K ﹤0.01%
1,000
1848
$40.7K ﹤0.01%
837
+72
1849
$40.7K ﹤0.01%
3,040
+1,640
1850
$40.6K ﹤0.01%
2,000
72 73
74
75 76