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
2176
$19.2K ﹤0.01%
800
2177
$19.1K ﹤0.01%
1,307
+959
2178
$19.1K ﹤0.01%
393
2179
$19K ﹤0.01%
205
2180
$19K ﹤0.01%
520
2181
$19K ﹤0.01%
6,664
-1,000
2182
$18.9K ﹤0.01%
1,000
2183
$18.8K ﹤0.01%
327
-84
2184
$18.8K ﹤0.01%
1,941
2185
$18.8K ﹤0.01%
467
2186
$18.7K ﹤0.01%
+982
2187
$18.7K ﹤0.01%
470
-55
2188
$18.6K ﹤0.01%
200
-19
2189
$18.6K ﹤0.01%
+415
2190
$18.6K ﹤0.01%
425
-80,740
2191
$18.6K ﹤0.01%
62
-8
2192
$18.5K ﹤0.01%
116
2193
$18.4K ﹤0.01%
2,006
-2,170
2194
$18.4K ﹤0.01%
500
-600
2195
$18.4K ﹤0.01%
261
-42
2196
$18.3K ﹤0.01%
+1,768
2197
$18.3K ﹤0.01%
200
+50
2198
$18.3K ﹤0.01%
794
-12
2199
$18.3K ﹤0.01%
829
2200
$18.3K ﹤0.01%
+923
86 87
88
89 90