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
251
$14.2M 0.05%
159,548
-15,352
252
$14.1M 0.05%
144,979
-467
253
$14.1M 0.05%
129,536
+126,353
254
$13.9M 0.05%
94,411
+5,930
255
$13.9M 0.05%
549,263
-13,644
256
$13.9M 0.05%
989,413
-239,525
257
$13.9M 0.05%
81,737
-482
258
$13.3M 0.05%
77,437
+4,168
259
$13.2M 0.05%
27,323
+1,045
260
$13.1M 0.05%
66,962
-3,132
261
$12.9M 0.05%
46,269
+408
262
$12.7M 0.04%
495,589
+143,002
263
$12.6M 0.04%
60,603
+3,710
264
$12.1M 0.04%
307,087
-10,385
265
$11.6M 0.04%
552,011
+54,365
266
$11.5M 0.04%
124,302
+8,459
267
$11.5M 0.04%
512,955
+200,025
268
$11.4M 0.04%
829,876
-170,124
269
$11.3M 0.04%
532,865
+145,355
270
$11.1M 0.04%
+179,051
271
$11M 0.04%
395,972
-883
272
$11M 0.04%
198,127
-569
273
$10.7M 0.04%
29,352
+1,551
274
$10.7M 0.04%
235,256
-15,861
275
$10.7M 0.04%
314,106
+277,488
9 10
11
12 13