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
651
$679K ﹤0.01%
93,680
-2,045
652
$674K ﹤0.01%
15,290
-2,150
653
$669K ﹤0.01%
7,429
+152
654
$667K ﹤0.01%
27,007
655
$666K ﹤0.01%
10,639
656
$664K ﹤0.01%
24,284
657
$663K ﹤0.01%
7,783
-1,525
658
$662K ﹤0.01%
18,580
-49
659
$660K ﹤0.01%
3,881
-95
660
$658K ﹤0.01%
21,235
+412
661
$658K ﹤0.01%
15,330
662
$657K ﹤0.01%
11,954
-870
663
$657K ﹤0.01%
56,184
+4,530
664
$650K ﹤0.01%
12,496
-2,831
665
$648K ﹤0.01%
15,328
-2,540
666
$648K ﹤0.01%
30,152
-150
667
$647K ﹤0.01%
19,885
668
$642K ﹤0.01%
3,417
-32
669
$626K ﹤0.01%
61,130
+23,443
670
$622K ﹤0.01%
16,940
+3,711
671
$621K ﹤0.01%
20,395
-1,825
672
$609K ﹤0.01%
26,807
-54,571
673
$608K ﹤0.01%
16,455
-1,000
674
$603K ﹤0.01%
3,060
-972
675
$603K ﹤0.01%
27,100
25 26
27
28 29