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
426
$2.83M 0.01%
37,709
+3,763
427
$2.82M 0.01%
32,102
-1,217
428
$2.81M 0.01%
33,725
+43
429
$2.79M 0.01%
42,848
+1,000
430
$2.77M 0.01%
25,021
-42
431
$2.77M 0.01%
55,775
+977
432
$2.73M 0.01%
23,437
-568
433
$2.69M 0.01%
94,427
-2,407
434
$2.67M 0.01%
28,451
-4,154
435
$2.67M 0.01%
45,309
436
$2.66M 0.01%
11,741
-339
437
$2.65M 0.01%
12,940
+118
438
$2.61M 0.01%
15,169
-2,990
439
$2.58M 0.01%
42,029
+3,549
440
$2.57M 0.01%
27,761
-16,252
441
$2.54M 0.01%
20,066
-454
442
$2.54M 0.01%
+83,676
443
$2.5M 0.01%
28,818
+176
444
$2.49M 0.01%
21,793
+24
445
$2.48M 0.01%
27,182
-3,278
446
$2.48M 0.01%
28,391
+874
447
$2.47M 0.01%
1,645,389
-129,350
448
$2.46M 0.01%
34,895
-5,271
449
$2.44M 0.01%
49,345
-4,182
450
$2.42M 0.01%
107,144
+874
16 17
18
19 20