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
1926
$33.2K ﹤0.01%
346
1927
$33K ﹤0.01%
+720
1928
$33K ﹤0.01%
1,044
+44
1929
$33K ﹤0.01%
4,081
-616
1930
$32.9K ﹤0.01%
360
1931
$32.9K ﹤0.01%
1,250
1932
$32.8K ﹤0.01%
413
1933
$32.8K ﹤0.01%
1,750
-417
1934
$32.8K ﹤0.01%
708
-269
1935
$32.7K ﹤0.01%
961
+286
1936
$32.7K ﹤0.01%
1,500
-2,000
1937
$32.6K ﹤0.01%
412
-7
1938
$32.5K ﹤0.01%
1,983
-18,017
1939
$32.5K ﹤0.01%
2,300
1940
$32.5K ﹤0.01%
795
-65
1941
$32.4K ﹤0.01%
753
-31
1942
$32.4K ﹤0.01%
2,000
+1,871
1943
$32.3K ﹤0.01%
348
-23
1944
$32.1K ﹤0.01%
400
-1
1945
$32.1K ﹤0.01%
656
1946
$32.1K ﹤0.01%
427
1947
$32K ﹤0.01%
998
+2
1948
$32K ﹤0.01%
373
1949
$32K ﹤0.01%
1,738
-100
1950
$31.9K ﹤0.01%
2,050
76 77
78
79 80