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
2126
$21.3K ﹤0.01%
1,100
2127
$21.2K ﹤0.01%
+251
2128
$21.1K ﹤0.01%
254
+229
2129
$21.1K ﹤0.01%
443
2130
$21.1K ﹤0.01%
1,165
2131
$21.1K ﹤0.01%
2,501
+1
2132
$21K ﹤0.01%
416
2133
$21K ﹤0.01%
2,000
2134
$21K ﹤0.01%
5,450
2135
$21K ﹤0.01%
500
2136
$21K ﹤0.01%
1,250
+1,171
2137
$20.9K ﹤0.01%
680
+230
2138
$20.9K ﹤0.01%
1,808
+1,224
2139
$20.9K ﹤0.01%
1,959
2140
$20.9K ﹤0.01%
500
2141
$20.8K ﹤0.01%
1,800
+1,500
2142
$20.8K ﹤0.01%
+421
2143
$20.7K ﹤0.01%
+1,533
2144
$20.7K ﹤0.01%
62
2145
$20.6K ﹤0.01%
321
+200
2146
$20.6K ﹤0.01%
3,438
+2,013
2147
$20.6K ﹤0.01%
271
2148
$20.6K ﹤0.01%
967
2149
$20.5K ﹤0.01%
104
+100
2150
$20.5K ﹤0.01%
2,134
+28
84 85
86
87 88