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
1951
$31.9K ﹤0.01%
441
-96
1952
$31.7K ﹤0.01%
700
1953
$31.7K ﹤0.01%
500
-7
1954
$31.6K ﹤0.01%
1,904
+1,404
1955
$31.5K ﹤0.01%
1,500
-19
1956
$31.5K ﹤0.01%
1,006
1957
$31.5K ﹤0.01%
1,100
1958
$31.4K ﹤0.01%
374
+284
1959
$31.4K ﹤0.01%
286
1960
$31.4K ﹤0.01%
1,513
1961
$31.1K ﹤0.01%
575
1962
$31.1K ﹤0.01%
234
+90
1963
$31K ﹤0.01%
126
-129
1964
$31K ﹤0.01%
690
1965
$30.9K ﹤0.01%
3,074
-10,816
1966
$30.8K ﹤0.01%
20,000
1967
$30.4K ﹤0.01%
200
1968
$30.3K ﹤0.01%
914
+808
1969
$30.2K ﹤0.01%
2,911
-509
1970
$30.2K ﹤0.01%
715
-27
1971
$30.2K ﹤0.01%
774
+197
1972
$30.2K ﹤0.01%
2,042
1973
$30.1K ﹤0.01%
1,500
1974
$30.1K ﹤0.01%
2,000
1975
$30.1K ﹤0.01%
1,150
+1,020
77 78
79
80 81