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
26
$256M 0.9%
3,128,341
+441,528
27
$256M 0.9%
1,948,791
+200,313
28
$253M 0.89%
2,597,011
+96,542
29
$246M 0.86%
12,172,180
+462,424
30
$243M 0.85%
2,144,887
+213,829
31
$237M 0.83%
2,599,118
+366,397
32
$227M 0.8%
2,985,605
+320,165
33
$226M 0.79%
1,144,586
+61,436
34
$225M 0.79%
3,212,560
+517,241
35
$223M 0.78%
7,936,994
+40,160
36
$221M 0.78%
3,885,957
+524,839
37
$218M 0.77%
599,393
-9,775
38
$216M 0.76%
4,575,115
+671,369
39
$210M 0.74%
1,044,245
+153,897
40
$208M 0.73%
3,974,817
+1,140,289
41
$199M 0.7%
1,265,749
+172,608
42
$199M 0.7%
1,145,901
-22,247
43
$198M 0.69%
1,588,647
+187,621
44
$195M 0.68%
3,688,363
+334,848
45
$194M 0.68%
414,204
+68,510
46
$192M 0.68%
2,288,126
-25,094
47
$192M 0.67%
2,394,679
+217,866
48
$188M 0.66%
2,533,527
+808,826
49
$175M 0.62%
2,740,865
-155,502
50
$169M 0.59%
823,162
+100,956
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