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
601
$911K ﹤0.01%
126,232
+39,785
602
$908K ﹤0.01%
16,975
+594
603
$908K ﹤0.01%
8,427
-249
604
$890K ﹤0.01%
+11,618
605
$890K ﹤0.01%
16,871
+115
606
$885K ﹤0.01%
10,964
-1,711
607
$879K ﹤0.01%
+31,397
608
$875K ﹤0.01%
4,944
-315
609
$870K ﹤0.01%
21,762
610
$868K ﹤0.01%
5,710
+60
611
$867K ﹤0.01%
15,455
+10,472
612
$866K ﹤0.01%
12,372
-437
613
$861K ﹤0.01%
15,125
+8,055
614
$858K ﹤0.01%
7,582
-915
615
$842K ﹤0.01%
+34,099
616
$841K ﹤0.01%
19,310
+385
617
$839K ﹤0.01%
6,425
+206
618
$829K ﹤0.01%
55,510
-720
619
$825K ﹤0.01%
16,526
+5,943
620
$815K ﹤0.01%
12,235
+885
621
$811K ﹤0.01%
14,566
-896
622
$805K ﹤0.01%
16,749
-3,814
623
$798K ﹤0.01%
130,167
+5,361
624
$797K ﹤0.01%
14,291
+4,462
625
$789K ﹤0.01%
23,364
+9,306
23 24
25
26 27