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
2051
$25.5K ﹤0.01%
90
2052
$25.5K ﹤0.01%
533
2053
$25.5K ﹤0.01%
363
2054
$25.4K ﹤0.01%
142
2055
$25.4K ﹤0.01%
240
2056
$25.3K ﹤0.01%
600
2057
$25.2K ﹤0.01%
585
2058
$25.2K ﹤0.01%
343
2059
$25.2K ﹤0.01%
1,132
2060
$25.1K ﹤0.01%
305
2061
$25K ﹤0.01%
2,140
2062
$24.9K ﹤0.01%
312
-620
2063
$24.9K ﹤0.01%
+10,000
2064
$24.8K ﹤0.01%
1,267
+267
2065
$24.7K ﹤0.01%
1,617
2066
$24.7K ﹤0.01%
+3,000
2067
$24.7K ﹤0.01%
175
2068
$24.6K ﹤0.01%
+799
2069
$24.6K ﹤0.01%
+245
2070
$24.6K ﹤0.01%
377
2071
$24.5K ﹤0.01%
750
-150
2072
$24.5K ﹤0.01%
2,955
-3,300
2073
$24.5K ﹤0.01%
1,500
+500
2074
$24.5K ﹤0.01%
1,043
2075
$24.5K ﹤0.01%
882