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
351
$5.52M 0.02%
34,294
+650
352
$5.51M 0.02%
141,637
+6,245
353
$5.5M 0.02%
8,982
-14,598
354
$5.41M 0.02%
20,715
-11,834
355
$5.41M 0.02%
66,079
-6,156
356
$5.38M 0.02%
57,557
-188
357
$5.34M 0.02%
47,724
-123,318
358
$5.31M 0.02%
60,738
-578
359
$5.18M 0.02%
45,812
+24,788
360
$5.11M 0.02%
16,339
-763
361
$5.04M 0.02%
76,109
362
$5.02M 0.02%
50,038
+1,279
363
$5.01M 0.02%
64,213
-879
364
$5M 0.02%
55,885
-270
365
$4.93M 0.02%
54,238
+3,053
366
$4.85M 0.02%
81,147
-3,054
367
$4.83M 0.02%
1,177,280
-172,080
368
$4.8M 0.02%
35,225
-1,739
369
$4.79M 0.02%
47,057
-2,162
370
$4.67M 0.02%
104,224
-2,148
371
$4.65M 0.02%
17,322
-653
372
$4.64M 0.02%
168,210
-4,748
373
$4.51M 0.02%
48,208
-76
374
$4.5M 0.02%
69,100
-806
375
$4.49M 0.02%
179,724
-291,860
13 14
15
16 17