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
576
$1.02M ﹤0.01%
33,626
-4,534
577
$1.01M ﹤0.01%
48,644
-47,041
578
$1.01M ﹤0.01%
27,011
+15,638
579
$1.01M ﹤0.01%
45,215
-841
580
$1.01M ﹤0.01%
68,650
-8,200
581
$1M ﹤0.01%
13,680
-1,175
582
$999K ﹤0.01%
45,316
+914
583
$992K ﹤0.01%
39,226
+23,969
584
$992K ﹤0.01%
59,800
-30
585
$981K ﹤0.01%
37,745
586
$975K ﹤0.01%
32,180
-1,206
587
$973K ﹤0.01%
18,199
+1,985
588
$965K ﹤0.01%
23,339
589
$958K ﹤0.01%
11,472
-1,500
590
$957K ﹤0.01%
48,647
-64,982
591
$955K ﹤0.01%
3
592
$954K ﹤0.01%
1,121,770
-51,500
593
$939K ﹤0.01%
63,060
-11,130
594
$928K ﹤0.01%
4,935
595
$924K ﹤0.01%
22,563
596
$924K ﹤0.01%
10,724
+8,020
597
$922K ﹤0.01%
18,336
+130
598
$921K ﹤0.01%
3,466
599
$921K ﹤0.01%
32,688
-24,079
600
$914K ﹤0.01%
11,499
-20,691
22 23
24
25 26