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
726
$457K ﹤0.01%
8,115
-12
727
$447K ﹤0.01%
2,918
-304
728
$447K ﹤0.01%
32,732
-13,426
729
$447K ﹤0.01%
5,687
730
$445K ﹤0.01%
20,338
-374,604
731
$444K ﹤0.01%
39,745
732
$441K ﹤0.01%
11,573
733
$438K ﹤0.01%
7,339
-1,400
734
$436K ﹤0.01%
+12,227
735
$436K ﹤0.01%
+7,530
736
$435K ﹤0.01%
28,400
737
$434K ﹤0.01%
+150,000
738
$432K ﹤0.01%
12,391
-9
739
$431K ﹤0.01%
10,427
-64
740
$430K ﹤0.01%
38,417
-250
741
$429K ﹤0.01%
22,675
+9,000
742
$428K ﹤0.01%
46,970
743
$428K ﹤0.01%
7,405
-500
744
$425K ﹤0.01%
44,388
+2,162
745
$425K ﹤0.01%
16,849
+1,977
746
$422K ﹤0.01%
4,323
-80,440
747
$421K ﹤0.01%
21,959
-60,734
748
$419K ﹤0.01%
12,900
-1,560
749
$416K ﹤0.01%
13,891
-1,070
750
$415K ﹤0.01%
10,513
-7
28 29
30
31 32