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
501
$1.6M 0.01%
44,263
-836
502
$1.58M 0.01%
77,405
+16,205
503
$1.57M 0.01%
22,833
+15,212
504
$1.57M 0.01%
47,271
+2,602
505
$1.57M 0.01%
22,610
-1,802
506
$1.57M 0.01%
87,676
+5,580
507
$1.56M 0.01%
25,970
-16,000
508
$1.55M 0.01%
+17,257
509
$1.54M 0.01%
27,974
+1,380
510
$1.48M 0.01%
11,560
+317
511
$1.48M 0.01%
73,982
+55
512
$1.48M 0.01%
12,993
-11
513
$1.47M 0.01%
106,127
+5,325
514
$1.47M 0.01%
33,507
-1,595
515
$1.46M 0.01%
12,665
-189
516
$1.44M 0.01%
13,922
-62
517
$1.42M 0.01%
12,317
-1,557
518
$1.42M 0.01%
26,447
519
$1.37M ﹤0.01%
15,745
-698
520
$1.35M ﹤0.01%
15,980
-3,446
521
$1.34M ﹤0.01%
11,394
+178
522
$1.34M ﹤0.01%
78,066
+524
523
$1.34M ﹤0.01%
15,695
-5,168
524
$1.34M ﹤0.01%
82,640
-12,528
525
$1.33M ﹤0.01%
12,911
-2,282
19 20
21
22 23