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
526
$1.31M ﹤0.01%
78,971
527
$1.31M ﹤0.01%
43,048
+19
528
$1.3M ﹤0.01%
21,458
-1,655
529
$1.3M ﹤0.01%
25,270
-36
530
$1.29M ﹤0.01%
28,213
531
$1.29M ﹤0.01%
86,258
-8,795
532
$1.24M ﹤0.01%
26,404
-377
533
$1.24M ﹤0.01%
8,178
-919
534
$1.24M ﹤0.01%
15,910
+4,105
535
$1.24M ﹤0.01%
22,479
-8,946
536
$1.23M ﹤0.01%
+69,393
537
$1.23M ﹤0.01%
10,170
-946
538
$1.2M ﹤0.01%
56,890
-4,932
539
$1.2M ﹤0.01%
34,600
+8,825
540
$1.2M ﹤0.01%
45,912
-6,857
541
$1.18M ﹤0.01%
50,570
+833
542
$1.17M ﹤0.01%
9,160
-930
543
$1.17M ﹤0.01%
10,026
-310
544
$1.17M ﹤0.01%
10,535
545
$1.16M ﹤0.01%
19,161
-1,863
546
$1.16M ﹤0.01%
24,510
-5,570
547
$1.15M ﹤0.01%
66,242
-66,617
548
$1.15M ﹤0.01%
11,199
-279
549
$1.14M ﹤0.01%
39,035
-4
550
$1.14M ﹤0.01%
9,769
-370
20 21
22
23 24