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
2276
$14.9K ﹤0.01%
385
-31
2277
$14.9K ﹤0.01%
1,166
+60
2278
$14.9K ﹤0.01%
188
2279
$14.9K ﹤0.01%
100
2280
$14.9K ﹤0.01%
+1,000
2281
$14.8K ﹤0.01%
150
2282
$14.8K ﹤0.01%
470
2283
$14.7K ﹤0.01%
214
2284
$14.7K ﹤0.01%
62
-52
2285
$14.6K ﹤0.01%
137
2286
$14.6K ﹤0.01%
+234
2287
$14.5K ﹤0.01%
+1,300
2288
$14.5K ﹤0.01%
+250
2289
$14.5K ﹤0.01%
239
2290
$14.4K ﹤0.01%
328
2291
$14.4K ﹤0.01%
147
2292
$14.4K ﹤0.01%
+2,010
2293
$14.3K ﹤0.01%
678
+228
2294
$14.3K ﹤0.01%
634
+106
2295
$14.3K ﹤0.01%
145
-87
2296
$14.2K ﹤0.01%
1,550
2297
$14.2K ﹤0.01%
380
2298
$14.2K ﹤0.01%
60
2299
$14.1K ﹤0.01%
247
2300
$14K ﹤0.01%
94