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
2076
$24.4K ﹤0.01%
3,997
-3
2077
$24.4K ﹤0.01%
2,000
2078
$24.2K ﹤0.01%
3,380
-246
2079
$24.2K ﹤0.01%
3,430
-20
2080
$24.1K ﹤0.01%
511
+252
2081
$24.1K ﹤0.01%
915
2082
$24K ﹤0.01%
+1,135
2083
$24K ﹤0.01%
1,057
-10
2084
$24K ﹤0.01%
343
-50,000
2085
$24K ﹤0.01%
+1,740
2086
$23.8K ﹤0.01%
218
+166
2087
$23.8K ﹤0.01%
119
2088
$23.8K ﹤0.01%
1,499
-988
2089
$23.5K ﹤0.01%
562
2090
$23.4K ﹤0.01%
252
+8
2091
$23.4K ﹤0.01%
+832
2092
$23.4K ﹤0.01%
+5,000
2093
$23.3K ﹤0.01%
1,622
-12,251
2094
$23.3K ﹤0.01%
494
+59
2095
$23.2K ﹤0.01%
173
-201
2096
$23.1K ﹤0.01%
+1,200
2097
$23K ﹤0.01%
650
-68
2098
$23K ﹤0.01%
+1,355
2099
$23K ﹤0.01%
+838
2100
$23K ﹤0.01%
1,956
-34
82 83
84
85 86