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
2351
$12K ﹤0.01%
338
2352
$11.9K ﹤0.01%
1,000
2353
$11.9K ﹤0.01%
105
-95
2354
$11.8K ﹤0.01%
3,700
2355
$11.7K ﹤0.01%
700
2356
$11.7K ﹤0.01%
614
2357
$11.7K ﹤0.01%
446
2358
$11.7K ﹤0.01%
+403
2359
$11.7K ﹤0.01%
+250
2360
$11.7K ﹤0.01%
10,000
2361
$11.7K ﹤0.01%
+131
2362
$11.6K ﹤0.01%
1,372
-1,169
2363
$11.5K ﹤0.01%
349
-204
2364
$11.5K ﹤0.01%
250
2365
$11.5K ﹤0.01%
129
-194
2366
$11.4K ﹤0.01%
475
2367
$11.4K ﹤0.01%
180
+30
2368
$11.4K ﹤0.01%
2,000
2369
$11.3K ﹤0.01%
273
-147
2370
$11.2K ﹤0.01%
379
+172
2371
$11.2K ﹤0.01%
65
2372
$11.2K ﹤0.01%
823
+615
2373
$11.2K ﹤0.01%
1,088
2374
$11.1K ﹤0.01%
262
-15
2375
$11.1K ﹤0.01%
92
-107
93 94
95
96 97