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
626
$787K ﹤0.01%
4,751
627
$785K ﹤0.01%
14,084
+63
628
$780K ﹤0.01%
44,115
-210
629
$780K ﹤0.01%
6,773
-210
630
$779K ﹤0.01%
+10,708
631
$774K ﹤0.01%
15,223
-250
632
$769K ﹤0.01%
10,288
-33
633
$756K ﹤0.01%
6,440
-1,245
634
$754K ﹤0.01%
13,717
-4,720
635
$748K ﹤0.01%
12,124
-916
636
$745K ﹤0.01%
12,082
+1,520
637
$744K ﹤0.01%
6,475
-3,252
638
$744K ﹤0.01%
15,533
-5,195
639
$743K ﹤0.01%
5,732
640
$742K ﹤0.01%
63,109
+369
641
$731K ﹤0.01%
21,262
-109
642
$728K ﹤0.01%
+24,785
643
$717K ﹤0.01%
5,455
644
$715K ﹤0.01%
3,480
-303,426
645
$707K ﹤0.01%
19,234
-2,491
646
$704K ﹤0.01%
12,519
-1,997
647
$699K ﹤0.01%
54,487
-100,832
648
$692K ﹤0.01%
+20,000
649
$683K ﹤0.01%
13,833
-469
650
$681K ﹤0.01%
11,645
24 25
26
27 28