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
2401
$10K ﹤0.01%
+340
2402
$10K ﹤0.01%
339
2403
$9.98K ﹤0.01%
203
2404
$9.97K ﹤0.01%
+384
2405
$9.96K ﹤0.01%
6,000
2406
$9.95K ﹤0.01%
100
2407
$9.95K ﹤0.01%
402
+4
2408
$9.95K ﹤0.01%
1,145
2409
$9.84K ﹤0.01%
300
-2,540
2410
$9.8K ﹤0.01%
180
-10
2411
$9.79K ﹤0.01%
+300
2412
$9.74K ﹤0.01%
2,005
-170
2413
$9.73K ﹤0.01%
375
2414
$9.69K ﹤0.01%
518
+500
2415
$9.65K ﹤0.01%
100
2416
$9.62K ﹤0.01%
249
2417
$9.61K ﹤0.01%
160
2418
$9.54K ﹤0.01%
434
+282
2419
$9.51K ﹤0.01%
384
2420
$9.44K ﹤0.01%
+2,000
2421
$9.41K ﹤0.01%
404
2422
$9.39K ﹤0.01%
1,000
-100
2423
$9.35K ﹤0.01%
130
2424
$9.3K ﹤0.01%
44
2425
$9.28K ﹤0.01%
400
-100
95 96
97
98 99