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
276
$10.7M 0.04%
96,195
-13,557
277
$10.7M 0.04%
118,653
+104,721
278
$10.6M 0.04%
+493,932
279
$10.6M 0.04%
211,920
-88,235
280
$10.5M 0.04%
102,082
+510
281
$10.5M 0.04%
137,618
+13,137
282
$10.5M 0.04%
266,952
+25,946
283
$10.4M 0.04%
190,516
-38,036
284
$10.4M 0.04%
158,287
+13,942
285
$10.3M 0.04%
107,049
+12,065
286
$10.3M 0.04%
229,709
+3,534
287
$10.2M 0.04%
128,050
-32
288
$10.2M 0.04%
+977,325
289
$10.2M 0.04%
131,629
+6,559
290
$10.1M 0.04%
72,083
-25
291
$10.1M 0.04%
143,845
+90,105
292
$10.1M 0.04%
303,649
+27,378
293
$10M 0.04%
271,465
+133
294
$9.51M 0.03%
60,934
+11,517
295
$9.44M 0.03%
96,205
+166
296
$9.36M 0.03%
48,518
-3,627
297
$9.36M 0.03%
251,504
-59,915
298
$9.31M 0.03%
492,620
-8,967
299
$9.21M 0.03%
220,588
+11,833
300
$9.16M 0.03%
+487,570
10 11
12
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