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
701
$520K ﹤0.01%
5,503
-287
702
$519K ﹤0.01%
1,313
-30
703
$516K ﹤0.01%
+19,172
704
$515K ﹤0.01%
13,423
+10
705
$513K ﹤0.01%
20,727
-9,566
706
$510K ﹤0.01%
2,251
-589
707
$507K ﹤0.01%
16,986
-2,835
708
$504K ﹤0.01%
98,315
+80,065
709
$503K ﹤0.01%
19,671
710
$502K ﹤0.01%
5,444
+498
711
$500K ﹤0.01%
8,429
712
$494K ﹤0.01%
31,376
-6,328
713
$494K ﹤0.01%
9,384
-1,140
714
$483K ﹤0.01%
3,952
-859
715
$480K ﹤0.01%
10,115
716
$480K ﹤0.01%
3,741
-880
717
$478K ﹤0.01%
+41,000
718
$473K ﹤0.01%
23,113
+472
719
$473K ﹤0.01%
12,896
-1,662
720
$463K ﹤0.01%
7,861
-1,660
721
$461K ﹤0.01%
+4,565
722
$461K ﹤0.01%
20,103
-1,956
723
$460K ﹤0.01%
39,600
724
$458K ﹤0.01%
8,088
-26,509
725
$458K ﹤0.01%
+2,495
27 28
29
30 31