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
2151
$20.5K ﹤0.01%
165
2152
$20.4K ﹤0.01%
641
+421
2153
$20.3K ﹤0.01%
478
+441
2154
$20.3K ﹤0.01%
200
2155
$20.3K ﹤0.01%
465
2156
$20.2K ﹤0.01%
769
+250
2157
$20.1K ﹤0.01%
335
2158
$20K ﹤0.01%
12,500
2159
$20K ﹤0.01%
150
2160
$19.9K ﹤0.01%
415
2161
$19.9K ﹤0.01%
754
+697
2162
$19.9K ﹤0.01%
1,572
-107
2163
$19.8K ﹤0.01%
862
+6
2164
$19.7K ﹤0.01%
2,196
2165
$19.7K ﹤0.01%
3,845
-1,205
2166
$19.6K ﹤0.01%
539
2167
$19.6K ﹤0.01%
2,348
2168
$19.6K ﹤0.01%
+1,058
2169
$19.5K ﹤0.01%
300
2170
$19.5K ﹤0.01%
500
2171
$19.5K ﹤0.01%
5,970
2172
$19.4K ﹤0.01%
109
+68
2173
$19.4K ﹤0.01%
198
2174
$19.3K ﹤0.01%
403
-96
2175
$19.3K ﹤0.01%
1,416
+5