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
676
$598K ﹤0.01%
20,334
-936
677
$596K ﹤0.01%
5,473
+41
678
$593K ﹤0.01%
11,859
+209
679
$593K ﹤0.01%
35,702
-88,862
680
$588K ﹤0.01%
7,557
-4
681
$587K ﹤0.01%
15,139
+83
682
$585K ﹤0.01%
16,429
-40,043
683
$585K ﹤0.01%
+12,420
684
$584K ﹤0.01%
4,694
685
$582K ﹤0.01%
7,450
686
$575K ﹤0.01%
+19,880
687
$570K ﹤0.01%
15,641
+173
688
$566K ﹤0.01%
31,635
689
$566K ﹤0.01%
11,275
-79
690
$566K ﹤0.01%
88,498
691
$562K ﹤0.01%
7,686
692
$559K ﹤0.01%
5,583
-245
693
$559K ﹤0.01%
29,397
+1,125
694
$559K ﹤0.01%
18,000
695
$558K ﹤0.01%
7,592
-734
696
$550K ﹤0.01%
35,752
-93,532
697
$550K ﹤0.01%
14,188
-111
698
$546K ﹤0.01%
41,353
+76
699
$542K ﹤0.01%
22,670
-444
700
$522K ﹤0.01%
4,955
+20
26 27
28
29 30