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
2201
$18.2K ﹤0.01%
1,125
2202
$18.2K ﹤0.01%
290
-716
2203
$18.1K ﹤0.01%
190
2204
$18.1K ﹤0.01%
102
+82
2205
$18K ﹤0.01%
652
2206
$18K ﹤0.01%
694
2207
$18K ﹤0.01%
47
2208
$18K ﹤0.01%
172
-1,603
2209
$18K ﹤0.01%
774
2210
$17.9K ﹤0.01%
261
2211
$17.9K ﹤0.01%
407
+318
2212
$17.8K ﹤0.01%
1,134
-49
2213
$17.7K ﹤0.01%
208
2214
$17.7K ﹤0.01%
1,412
2215
$17.7K ﹤0.01%
754
2216
$17.7K ﹤0.01%
1,000
2217
$17.7K ﹤0.01%
255
-19
2218
$17.7K ﹤0.01%
137
2219
$17.6K ﹤0.01%
952
-977
2220
$17.6K ﹤0.01%
253
-418
2221
$17.4K ﹤0.01%
+64,000
2222
$17.3K ﹤0.01%
130
+28
2223
$17.3K ﹤0.01%
+163
2224
$17.2K ﹤0.01%
5,600
+600
2225
$17.1K ﹤0.01%
612
+551
87 88
89
90 91