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
2426
$9.23K ﹤0.01%
300
2427
$9.12K ﹤0.01%
+181
2428
$9.1K ﹤0.01%
70
2429
$9.1K ﹤0.01%
1,000
2430
$9.09K ﹤0.01%
1,000
-1,302
2431
$9.06K ﹤0.01%
75
+10
2432
$9.05K ﹤0.01%
108
2433
$9.03K ﹤0.01%
160
2434
$8.97K ﹤0.01%
300
2435
$8.92K ﹤0.01%
451
+39
2436
$8.86K ﹤0.01%
700
2437
$8.81K ﹤0.01%
180
2438
$8.81K ﹤0.01%
320
2439
$8.79K ﹤0.01%
68
+45
2440
$8.79K ﹤0.01%
807
2441
$8.74K ﹤0.01%
300
-100
2442
$8.69K ﹤0.01%
1,400
2443
$8.61K ﹤0.01%
340
2444
$8.61K ﹤0.01%
90
-6
2445
$8.57K ﹤0.01%
84
2446
$8.56K ﹤0.01%
+48
2447
$8.51K ﹤0.01%
424
-127
2448
$8.49K ﹤0.01%
250
2449
$8.48K ﹤0.01%
119
2450
$8.44K ﹤0.01%
2,094
-7
96 97
98
99 100