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
51
$168M 0.59%
1,089,906
+287,381
52
$166M 0.58%
454,502
-14,338
53
$166M 0.58%
6,799,121
-1,187,908
54
$155M 0.54%
1,374,699
+242,067
55
$154M 0.54%
1,766,339
+163,258
56
$150M 0.53%
1,648,980
+275,507
57
$148M 0.52%
1,115,535
+100,815
58
$147M 0.52%
1,578,824
+559,957
59
$145M 0.51%
747,960
-9,122
60
$140M 0.49%
3,490,027
+1,987,302
61
$140M 0.49%
1,032,976
+159,811
62
$136M 0.48%
2,205,630
-70,671
63
$136M 0.48%
3,453,065
-344,045
64
$135M 0.47%
2,618,533
+407,567
65
$131M 0.46%
3,612,427
+319,707
66
$130M 0.46%
1,552,683
-28,532
67
$127M 0.45%
1,782,232
-38,340
68
$126M 0.44%
458,770
-23,588
69
$124M 0.44%
2,240,270
+436,930
70
$124M 0.43%
1,939,730
-84,072
71
$122M 0.43%
759,332
-9,212
72
$122M 0.43%
494,698
-127,841
73
$120M 0.42%
524,673
-22,397
74
$119M 0.42%
1,011,221
-38,241
75
$117M 0.41%
1,155,855
-92,629
1 2
3
4 5