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
1876
$37.9K ﹤0.01%
671
1877
$37.9K ﹤0.01%
1,316
1878
$37.9K ﹤0.01%
274
+273
1879
$37.7K ﹤0.01%
653
+325
1880
$37.7K ﹤0.01%
3,325
-82
1881
$37K ﹤0.01%
+2,504
1882
$37K ﹤0.01%
1,463
+913
1883
$37K ﹤0.01%
284
-221
1884
$37K ﹤0.01%
1,470
1885
$37K ﹤0.01%
994
-994
1886
$36.9K ﹤0.01%
+506
1887
$36.9K ﹤0.01%
7,499
1888
$36.8K ﹤0.01%
3,961
+2,111
1889
$36.8K ﹤0.01%
896
+631
1890
$36.5K ﹤0.01%
586
1891
$36.5K ﹤0.01%
454
+9
1892
$36.4K ﹤0.01%
420
-1,589
1893
$36.4K ﹤0.01%
1,321
1894
$36.4K ﹤0.01%
231
1895
$36.2K ﹤0.01%
607
-146
1896
$36.1K ﹤0.01%
324
+126
1897
$36K ﹤0.01%
401
+1
1898
$36K ﹤0.01%
+125
1899
$35.8K ﹤0.01%
+933
1900
$35.8K ﹤0.01%
445
+50
74 75
76
77 78