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
1851
$40.5K ﹤0.01%
1,676
1852
$40.4K ﹤0.01%
3,505
1853
$40.3K ﹤0.01%
2,700
1854
$40.2K ﹤0.01%
1,269
+487
1855
$40.2K ﹤0.01%
404
-695
1856
$40.1K ﹤0.01%
312
+43
1857
$40K ﹤0.01%
219
1858
$39.8K ﹤0.01%
+1,027
1859
$39.7K ﹤0.01%
345
+320
1860
$39.6K ﹤0.01%
3,000
1861
$39.5K ﹤0.01%
14,000
1862
$39.5K ﹤0.01%
1,305
+555
1863
$39.2K ﹤0.01%
488
-7
1864
$39.2K ﹤0.01%
360
1865
$39.2K ﹤0.01%
445
-118
1866
$39.1K ﹤0.01%
1,521
-39
1867
$38.7K ﹤0.01%
718
1868
$38.6K ﹤0.01%
835
-20
1869
$38.5K ﹤0.01%
717
+417
1870
$38.5K ﹤0.01%
413
+368
1871
$38.3K ﹤0.01%
217
-4,995
1872
$38.3K ﹤0.01%
1,084
1873
$38.3K ﹤0.01%
600
1874
$38.2K ﹤0.01%
317
-100
1875
$38K ﹤0.01%
1,568
+198
73 74
75
76 77