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
751
$415K ﹤0.01%
17,194
752
$411K ﹤0.01%
125,000
753
$411K ﹤0.01%
2,822
+350
754
$408K ﹤0.01%
20,000
755
$407K ﹤0.01%
22,136
756
$405K ﹤0.01%
9,000
757
$402K ﹤0.01%
28,751
758
$400K ﹤0.01%
26,500
-26,500
759
$398K ﹤0.01%
10,005
760
$396K ﹤0.01%
17,444
+253
761
$393K ﹤0.01%
18,377
+3,919
762
$392K ﹤0.01%
+4,692
763
$392K ﹤0.01%
31,880
-4,365
764
$391K ﹤0.01%
2,865
+270
765
$387K ﹤0.01%
12,351
+143
766
$385K ﹤0.01%
10,740
767
$385K ﹤0.01%
14,660
-155
768
$381K ﹤0.01%
+3,205
769
$375K ﹤0.01%
10,308
-24
770
$374K ﹤0.01%
3,488
-598
771
$374K ﹤0.01%
445
-25
772
$373K ﹤0.01%
10,548
-3,285
773
$373K ﹤0.01%
21,723
-6,212
774
$372K ﹤0.01%
8,110
775
$366K ﹤0.01%
4,713
-76
29 30
31
32 33