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
301
$9.02M 0.03%
134,914
+10,705
302
$8.89M 0.03%
156,730
+2,689
303
$8.87M 0.03%
91,667
+9,816
304
$8.86M 0.03%
60,675
-24,510
305
$8.84M 0.03%
173,370
-8,995
306
$8.82M 0.03%
66,200
-7,078
307
$8.78M 0.03%
603,284
-290
308
$8.76M 0.03%
4,672
-350
309
$8.61M 0.03%
197,840
+16,874
310
$8.61M 0.03%
164,528
-5,287
311
$8.46M 0.03%
87,744
+642
312
$8.38M 0.03%
96,782
-2,635
313
$8.32M 0.03%
140,824
+13,258
314
$8.29M 0.03%
116,500
-6,505
315
$8.2M 0.03%
+75,268
316
$8.04M 0.03%
49,185
+1
317
$7.97M 0.03%
168,892
+8,545
318
$7.97M 0.03%
295,076
-1,846
319
$7.91M 0.03%
71,046
-2,790
320
$7.84M 0.03%
165,604
-8,201
321
$7.76M 0.03%
75,182
+637
322
$7.73M 0.03%
21,572
-1,729
323
$7.58M 0.03%
1,727,971
+127,697
324
$7.5M 0.03%
56,311
-2,022
325
$7.43M 0.03%
238,437
+22,782
11 12
13
14 15