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
476
$1.91M 0.01%
101,600
477
$1.9M 0.01%
28,260
+4,444
478
$1.9M 0.01%
36,928
+3,847
479
$1.88M 0.01%
50,966
-9,706
480
$1.86M 0.01%
27,961
+9,299
481
$1.85M 0.01%
23,880
-474
482
$1.81M 0.01%
12,386
-10,575
483
$1.78M 0.01%
32,243
+2,843
484
$1.76M 0.01%
80,409
-5,468
485
$1.76M 0.01%
24,271
-4,610
486
$1.76M 0.01%
34,585
-5,916
487
$1.75M 0.01%
14,642
-1,762
488
$1.74M 0.01%
48,232
+179
489
$1.73M 0.01%
22,329
+7,455
490
$1.73M 0.01%
53,299
-8,051
491
$1.71M 0.01%
35,099
-52
492
$1.7M 0.01%
7,280
-68
493
$1.7M 0.01%
10,623
-65
494
$1.7M 0.01%
75,775
+569
495
$1.67M 0.01%
22,076
+1,078
496
$1.66M 0.01%
56,439
-23
497
$1.65M 0.01%
29,021
-180
498
$1.64M 0.01%
20,564
-200
499
$1.63M 0.01%
48,146
-6,773
500
$1.61M 0.01%
55,525
-2,058
18 19
20
21 22