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
2326
$13.1K ﹤0.01%
368
+152
2327
$13.1K ﹤0.01%
+264
2328
$13K ﹤0.01%
242
-27
2329
$12.8K ﹤0.01%
311
-45
2330
$12.8K ﹤0.01%
356
+347
2331
$12.7K ﹤0.01%
37
+12
2332
$12.7K ﹤0.01%
301
+103
2333
$12.7K ﹤0.01%
1,606
2334
$12.7K ﹤0.01%
280
+270
2335
$12.6K ﹤0.01%
326
2336
$12.5K ﹤0.01%
600
2337
$12.5K ﹤0.01%
196
+113
2338
$12.5K ﹤0.01%
57
-280
2339
$12.4K ﹤0.01%
+355
2340
$12.4K ﹤0.01%
166
2341
$12.4K ﹤0.01%
+250
2342
$12.3K ﹤0.01%
1,167
-160
2343
$12.3K ﹤0.01%
335
2344
$12.2K ﹤0.01%
382
2345
$12.2K ﹤0.01%
1,614
2346
$12.2K ﹤0.01%
750
2347
$12.1K ﹤0.01%
810
2348
$12.1K ﹤0.01%
640
2349
$12K ﹤0.01%
600
+29
2350
$12K ﹤0.01%
+94
92 93
94
95 96