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
2226
$17.1K ﹤0.01%
1,248
-372,790
2227
$17.1K ﹤0.01%
371
-2
2228
$17K ﹤0.01%
500
2229
$17K ﹤0.01%
300
2230
$17K ﹤0.01%
+1,900
2231
$16.8K ﹤0.01%
2,400
2232
$16.8K ﹤0.01%
240
-50
2233
$16.7K ﹤0.01%
720
+60
2234
$16.7K ﹤0.01%
605
+180
2235
$16.7K ﹤0.01%
2,000
+1,000
2236
$16.7K ﹤0.01%
89
2237
$16.7K ﹤0.01%
+159
2238
$16.7K ﹤0.01%
2,043
+2,000
2239
$16.7K ﹤0.01%
400
-4,200
2240
$16.6K ﹤0.01%
5,400
2241
$16.6K ﹤0.01%
321
+116
2242
$16.5K ﹤0.01%
1,493
2243
$16.5K ﹤0.01%
192
2244
$16.4K ﹤0.01%
150
2245
$16.4K ﹤0.01%
387
-184
2246
$16.2K ﹤0.01%
732
+478
2247
$16.1K ﹤0.01%
376
2248
$16.1K ﹤0.01%
452
2249
$16.1K ﹤0.01%
2,134
2250
$16.1K ﹤0.01%
5,970
-900
88 89
90
91 92