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
2376
$11K ﹤0.01%
+795
2377
$11K ﹤0.01%
400
2378
$10.9K ﹤0.01%
1,227
2379
$10.9K ﹤0.01%
1,075
2380
$10.9K ﹤0.01%
2,000
2381
$10.9K ﹤0.01%
4,528
2382
$10.8K ﹤0.01%
151
2383
$10.7K ﹤0.01%
160
2384
$10.7K ﹤0.01%
3,392
2385
$10.6K ﹤0.01%
551
+15
2386
$10.6K ﹤0.01%
380
2387
$10.5K ﹤0.01%
152
2388
$10.5K ﹤0.01%
170
2389
$10.5K ﹤0.01%
260
2390
$10.5K ﹤0.01%
331
+72
2391
$10.5K ﹤0.01%
3,400
2392
$10.4K ﹤0.01%
662
2393
$10.4K ﹤0.01%
800
2394
$10.4K ﹤0.01%
407
+3
2395
$10.4K ﹤0.01%
58
2396
$10.3K ﹤0.01%
169
+14
2397
$10.2K ﹤0.01%
800
-700
2398
$10.2K ﹤0.01%
104
2399
$10.2K ﹤0.01%
603
2400
$10.1K ﹤0.01%
1,094