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
2101
$22.8K ﹤0.01%
1,907
2102
$22.7K ﹤0.01%
1,022
+22
2103
$22.7K ﹤0.01%
+10,000
2104
$22.7K ﹤0.01%
663
+163
2105
$22.6K ﹤0.01%
939
2106
$22.6K ﹤0.01%
+680
2107
$22.6K ﹤0.01%
+749
2108
$22.6K ﹤0.01%
139
2109
$22.6K ﹤0.01%
250
2110
$22.5K ﹤0.01%
582
2111
$22.4K ﹤0.01%
+311
2112
$22.4K ﹤0.01%
+1,000
2113
$22.1K ﹤0.01%
750
2114
$22.1K ﹤0.01%
472
+3
2115
$22K ﹤0.01%
1,001
-910
2116
$21.9K ﹤0.01%
651
+588
2117
$21.8K ﹤0.01%
+1,437
2118
$21.7K ﹤0.01%
500
2119
$21.7K ﹤0.01%
570
+556
2120
$21.6K ﹤0.01%
1,012
-1,306
2121
$21.5K ﹤0.01%
2,932
-500
2122
$21.5K ﹤0.01%
119
+4
2123
$21.5K ﹤0.01%
343
+255
2124
$21.5K ﹤0.01%
1,440
-10,457
2125
$21.4K ﹤0.01%
615
+570
83 84
85
86 87