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
401
$3.41M 0.01%
73,305
+11,006
402
$3.38M 0.01%
20,591
+543
403
$3.36M 0.01%
60,094
-6,283
404
$3.35M 0.01%
24,902
+2,548
405
$3.33M 0.01%
22,292
-3,662
406
$3.32M 0.01%
214,436
-802,836
407
$3.22M 0.01%
27,883
+3,509
408
$3.18M 0.01%
56,702
-28
409
$3.11M 0.01%
22,563
-90
410
$3.1M 0.01%
68,991
-1,501
411
$3.08M 0.01%
21,216
+1,459
412
$3.05M 0.01%
20,518
+1,042
413
$3.03M 0.01%
35,573
+4,557
414
$3.03M 0.01%
64,116
415
$3.02M 0.01%
25,174
-2,350
416
$2.98M 0.01%
40,682
-495
417
$2.98M 0.01%
28,724
-918
418
$2.96M 0.01%
114,879
+11,790
419
$2.96M 0.01%
111,622
-1,101
420
$2.95M 0.01%
37,971
-543
421
$2.93M 0.01%
29,405
-478
422
$2.92M 0.01%
122,255
423
$2.91M 0.01%
53,095
-2,718
424
$2.88M 0.01%
21,444
+158
425
$2.84M 0.01%
79,278
+11,880
15 16
17
18 19