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
551
$1.14M ﹤0.01%
19,309
-1,836
552
$1.14M ﹤0.01%
6,123
+1,447
553
$1.14M ﹤0.01%
37,890
-10,310
554
$1.14M ﹤0.01%
+15,285
555
$1.13M ﹤0.01%
97,320
-247
556
$1.13M ﹤0.01%
27,313
+125
557
$1.13M ﹤0.01%
28,488
-16,848
558
$1.11M ﹤0.01%
32,578
+15,223
559
$1.11M ﹤0.01%
65,555
-590
560
$1.1M ﹤0.01%
10,036
+209
561
$1.1M ﹤0.01%
68,552
-96,810
562
$1.1M ﹤0.01%
58,629
-1,191
563
$1.09M ﹤0.01%
4,785
-279
564
$1.08M ﹤0.01%
32,385
565
$1.08M ﹤0.01%
49,676
-1,100
566
$1.07M ﹤0.01%
13,300
-1,173
567
$1.06M ﹤0.01%
41,165
+1,605
568
$1.06M ﹤0.01%
76,614
+2,227
569
$1.05M ﹤0.01%
8,806
+366
570
$1.04M ﹤0.01%
21,198
+1,637
571
$1.03M ﹤0.01%
23,547
+1,153
572
$1.03M ﹤0.01%
82,074
-26
573
$1.02M ﹤0.01%
15,164
+94
574
$1.02M ﹤0.01%
12,915
+9,339
575
$1.02M ﹤0.01%
17,422
-2,501
21 22
23
24 25