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
376
$4.48M 0.02%
32,646
+7,525
377
$4.43M 0.02%
38,431
-2,173
378
$4.38M 0.02%
23,237
379
$4.31M 0.02%
13,354
+201
380
$4.25M 0.01%
38,922
-8,887
381
$4.23M 0.01%
25,529
-197
382
$4.18M 0.01%
26,771
+2,155
383
$4.15M 0.01%
68,062
-2,802
384
$4.06M 0.01%
11,441
-410
385
$3.97M 0.01%
138,030
+16,880
386
$3.97M 0.01%
26,533
+1,605
387
$3.75M 0.01%
90,761
+85,026
388
$3.75M 0.01%
20,609
-88
389
$3.73M 0.01%
69,147
-2,189
390
$3.7M 0.01%
96,111
+506
391
$3.67M 0.01%
17,395
+9,961
392
$3.66M 0.01%
37,001
+132
393
$3.66M 0.01%
51,712
-1,331
394
$3.57M 0.01%
86,978
+3,306
395
$3.56M 0.01%
36,499
-3,274
396
$3.54M 0.01%
27,190
+2,956
397
$3.45M 0.01%
111,118
-6,028
398
$3.44M 0.01%
41,296
+3,540
399
$3.42M 0.01%
39,729
-5,182
400
$3.41M 0.01%
233,366
+94,750
14 15
16
17 18