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
2451
$8.44K ﹤0.01%
400
2452
$8.43K ﹤0.01%
90
2453
$8.37K ﹤0.01%
964
2454
$8.3K ﹤0.01%
373
2455
$8.28K ﹤0.01%
2,000
2456
$8.17K ﹤0.01%
809
2457
$8.15K ﹤0.01%
237
2458
$8.11K ﹤0.01%
170
2459
$8.11K ﹤0.01%
319
2460
$8.09K ﹤0.01%
1,039
-81
2461
$8.09K ﹤0.01%
864
-26
2462
$8.08K ﹤0.01%
2,000
2463
$8.08K ﹤0.01%
860
-368
2464
$8.07K ﹤0.01%
95
2465
$8.06K ﹤0.01%
497
2466
$8.05K ﹤0.01%
+200
2467
$8.04K ﹤0.01%
41
2468
$8.02K ﹤0.01%
424
2469
$7.89K ﹤0.01%
100
2470
$7.88K ﹤0.01%
169
+92
2471
$7.85K ﹤0.01%
50
2472
$7.83K ﹤0.01%
148
-107
2473
$7.83K ﹤0.01%
77
+1
2474
$7.83K ﹤0.01%
1,565
2475
$7.8K ﹤0.01%
105
-851
97 98
99
100 101