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
451
$2.38M 0.01%
146,368
+58,148
452
$2.33M 0.01%
24,389
+10,819
453
$2.25M 0.01%
15,593
+440
454
$2.25M 0.01%
19,399
+2,978
455
$2.25M 0.01%
49,395
-550
456
$2.21M 0.01%
37,847
457
$2.2M 0.01%
78,000
+4,000
458
$2.15M 0.01%
39,643
+33
459
$2.14M 0.01%
36,918
+6,659
460
$2.07M 0.01%
15,830
-170
461
$2.07M 0.01%
47,747
+760
462
$2.06M 0.01%
114,931
-63,607
463
$2.06M 0.01%
27,924
-1,717
464
$2.05M 0.01%
16,785
465
$2.04M 0.01%
23,066
+788
466
$2.03M 0.01%
56,529
+762
467
$2.02M 0.01%
42,416
+10,022
468
$2.02M 0.01%
23,610
+39
469
$2M 0.01%
+49,308
470
$2M 0.01%
33,609
+5,894
471
$1.99M 0.01%
29,051
-3,853
472
$1.95M 0.01%
11,911
-1,502
473
$1.95M 0.01%
23,655
-341
474
$1.92M 0.01%
16,002
-1,435
475
$1.92M 0.01%
43,563
-3,200
17 18
19
20 21