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
2301
$14K ﹤0.01%
996
+238
2302
$14K ﹤0.01%
94
+14
2303
$14K ﹤0.01%
1,700
2304
$14K ﹤0.01%
300
2305
$14K ﹤0.01%
114
-5
2306
$14K ﹤0.01%
383
-100
2307
$13.8K ﹤0.01%
394
-2,644
2308
$13.8K ﹤0.01%
66
+64
2309
$13.7K ﹤0.01%
187
2310
$13.7K ﹤0.01%
+6,833
2311
$13.7K ﹤0.01%
7,076
2312
$13.6K ﹤0.01%
500
2313
$13.5K ﹤0.01%
1,200
2314
$13.5K ﹤0.01%
89
-72
2315
$13.5K ﹤0.01%
+103
2316
$13.5K ﹤0.01%
148
2317
$13.5K ﹤0.01%
105
-195
2318
$13.4K ﹤0.01%
1,125
2319
$13.4K ﹤0.01%
412
+100
2320
$13.4K ﹤0.01%
+356
2321
$13.3K ﹤0.01%
1,061
2322
$13.3K ﹤0.01%
201
-3
2323
$13.2K ﹤0.01%
2,000
2324
$13.1K ﹤0.01%
484
-284
2325
$13.1K ﹤0.01%
+1,004
91 92
93
94 95