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
$28.5B
AUM Growth
+$2.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$84.6M
2
+$79.9M
3
+$77.6M
4
MSFT icon
Microsoft
MSFT
+$77.3M
5
V icon
Visa
V
+$65.4M

Top Sells

1
+$95.6M
2
+$74.4M
3
+$66.2M
4
WDAY icon
Workday
WDAY
+$62.3M
5
SSNC icon
SS&C Technologies
SSNC
+$51.6M

Sector Composition

1 Technology 20.47%
2 Healthcare 13.66%
3 Financials 13.6%
4 Energy 13.45%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17.3M 0.06%
92,397
-12,627
227
$17.1M 0.06%
211,880
-6,352
228
$17.1M 0.06%
172,818
-761
229
$17.1M 0.06%
536,800
+650
230
$17M 0.06%
71,361
-3,513
231
$16.9M 0.06%
350,243
+803
232
$16.9M 0.06%
250,335
+19,165
233
$16.8M 0.06%
230,382
-1,802
234
$16.3M 0.06%
112,136
-3,329
235
$16M 0.06%
262,624
-143
236
$15.7M 0.06%
53,802
-785
237
$15.7M 0.06%
120,252
-234
238
$15.7M 0.05%
234,575
-1,765
239
$15.6M 0.05%
93,316
-8,430
240
$15.2M 0.05%
700,395
+265
241
$15M 0.05%
56,699
+202
242
$14.8M 0.05%
207,094
-17,664
243
$14.7M 0.05%
365,455
+1,418
244
$14.7M 0.05%
283,902
+84,617
245
$14.7M 0.05%
175,663
+67,477
246
$14.7M 0.05%
369,523
+10,497
247
$14.5M 0.05%
55,674
-120,810
248
$14.5M 0.05%
130,734
-124
249
$14.4M 0.05%
115,808
+3,716
250
$14.3M 0.05%
170,108
-1,100
8 9
10
11 12