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
2251
$16.1K ﹤0.01%
+333
2252
$16.1K ﹤0.01%
3,000
2253
$16K ﹤0.01%
253
+200
2254
$16K ﹤0.01%
160
2255
$15.9K ﹤0.01%
+1,105
2256
$15.8K ﹤0.01%
700
2257
$15.8K ﹤0.01%
680
2258
$15.8K ﹤0.01%
+10,000
2259
$15.7K ﹤0.01%
2,400
2260
$15.7K ﹤0.01%
317
-4
2261
$15.6K ﹤0.01%
184
2262
$15.6K ﹤0.01%
500
2263
$15.5K ﹤0.01%
966
2264
$15.5K ﹤0.01%
194
2265
$15.4K ﹤0.01%
500
2266
$15.4K ﹤0.01%
3,060
-500
2267
$15.3K ﹤0.01%
+5,000
2268
$15.2K ﹤0.01%
500
2269
$15.2K ﹤0.01%
844
-56
2270
$15.2K ﹤0.01%
2,500
2271
$15.1K ﹤0.01%
596
-14
2272
$15.1K ﹤0.01%
370
+364
2273
$15K ﹤0.01%
620
2274
$14.9K ﹤0.01%
+750
2275
$14.9K ﹤0.01%
152
89 90
91
92 93