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
1976
$30K ﹤0.01%
2,698
+2,398
1977
$29.7K ﹤0.01%
134
+84
1978
$29.7K ﹤0.01%
85
1979
$29.7K ﹤0.01%
2,292
1980
$29.7K ﹤0.01%
612
1981
$29.5K ﹤0.01%
626
1982
$29.5K ﹤0.01%
847
+347
1983
$29.5K ﹤0.01%
901
1984
$29.5K ﹤0.01%
1,106
+933
1985
$29.4K ﹤0.01%
505
1986
$29.4K ﹤0.01%
+654
1987
$29.3K ﹤0.01%
4,600
1988
$29.3K ﹤0.01%
1,323
+1,210
1989
$29.3K ﹤0.01%
650
1990
$29.3K ﹤0.01%
214
1991
$29.2K ﹤0.01%
+400
1992
$29.2K ﹤0.01%
2,262
+1,262
1993
$29.1K ﹤0.01%
2,308
1994
$29.1K ﹤0.01%
150
1995
$29.1K ﹤0.01%
525
+441
1996
$28.8K ﹤0.01%
316
+83
1997
$28.7K ﹤0.01%
731
+221
1998
$28.7K ﹤0.01%
1,628
+476
1999
$28.6K ﹤0.01%
244
2000
$28.5K ﹤0.01%
1,500